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This is Step 7: Silent Partners of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed boo...

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For the investors who are familiar with the known dimensions of expected return (size, relative-price, profitability, etc.), chances are that you have decided to tilt your por...

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"I wanted someone to be able to both visually and audibly hear my passion for educating the world about the proper way to invest" - Mark Hebner

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Are Small Cap and Value Tilts Active Bets Against the Market?

Tuesday, September 19, 2017Tom Allen and Mark Hebner

For the investors who are familiar with the known dimensions of expected return (size, relative-price, profitability, etc.), chances are that you have decided to tilt your portfolio accordingly. IFA’s 100 Index Portfolio also tilt our asset allocation towards small cap and value stocks. A common misconception amongst professionals and investorsRead More


Index Funds: Step 7 - Silent Partners

Thursday, September 14, 2017IFA.tv, Mark Hebner

This is Step 7: Silent Partners of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.Watch Video


Withdrawal Rates in Retirement: Monte Carlo vs. Historical Rolling Returns

Tuesday, September 12, 2017Tom Allen and Mark Hebner

Near the very top of everyone’s financial planning list of questions is, “when can I afford to retire?” What may seem like a very straightforward question does not have such a straightforward answer. The value an independent fiduciary wealth advisor brings to their clients is context when attempting to answerRead More


Index Funds: Step 6 - Style Drifters

Thursday, September 7, 2017IFA.tv, Mark Hebner

This is Step 6: Style Drifters of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.Watch Video


Loomis Sayles: A Deeper Look at the Performance

Tuesday, September 5, 2017Tom Allen and Mark Hebner

Boston based asset manager, Loomis Sayles, has been around since just before the Great Depression. As of March 31, 2017, they manage close to $250 billion in assets under management across 10 mutual fund strategies, institutional separate accounts, collective trusts, and hedge funds. As is typical with most large moneyRead More


Index Funds: Step 5 - Manager Pickers

Wednesday, August 30, 2017IFA.tv, Mark Hebner

This is Step 5: Manager Pickers of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.Watch Video


Parnassus Investments: A Deeper Look at the Performance

Tuesday, August 29, 2017Tom Allen and Mark Hebner

Harvard Business School graduate Jerome L. Dodson founded San Francisco-based Parnassus Investments in 1984. Launching their first investment strategy in 1984, the Parnassus Fund (PARNX), with an eye towards responsible investing, one of the distinguishing characteristics of Parnassus Investments is their vision of expanding socially responsible investing (SRI) around theRead More


The Never-Ending Pursuit of Manager Alpha – Updated

Thursday, August 24, 2017Mark Hebner and IFA Contributors

As we have pointed out on many occasions, both stock picking and hiring an active manager to pick stocks on your behalf are mug’s games. While some investors diligently study individual stocks and other investors handsomely pay active managers to deliver alpha (an additional return above and beyond what canRead More


Index Funds: Step 4 - Time Pickers

Thursday, August 24, 2017IFA.tv, Mark Hebner

This is Step 4: Time Pickers of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.Watch Video


Index Funds: Step 3 - Stock Pickers

Wednesday, August 16, 2017IFA.tv, Mark Hebner

This is Step 3: Stock Pickers of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.Watch Video


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