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One of the primary roles of a financial advisor is to formulate a financial plan.

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College endowment performance is out for 2016 and there is a surprising winner with a not so surprising investment strategy, at least to us. Many endowments have been known fo...

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Stock market corrections are a part of life when it comes to investing, and they happen more often than investors may think...

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David vs. Goliath: Houghton College Beats Harvard in Endowment Performance

Thursday, February 16, 2017Tom Allen and Mark Hebner

College endowment performance is out for 2016 and there is a surprising winner with a not so surprising investment strategy, at least to us. Many endowments have been known for following the “Yale Model” made popular by Yale’s Chief Investment Officer, David Swensen. While the bulk of assets remain inRead More


The Importance of a Financial Plan - Show 227

Wednesday, February 15, 2017IFA.tv

One of the primary roles of a financial advisor is to formulate a financial plan.

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Tax Preparation Documents from Your Custodians

Thursday, February 9, 2017Index Funds Advisors

As we start approaching April 18th, we wanted to keep our clients informed of when their 1099 Composites will be available online at Fidelity, TD Ameritrade, and Charles Schwab. The chart below details when tax preparation documents will be available for each custodian: Custodian Types of Securities Date Available Fidelity Read More


Rule or No Rule: You Should Insist on a Fiduciary

Tuesday, February 7, 2017Mary Brunson and Mark Hebner

The fiduciary rule issued last year by the Department of Labor (DOL) and backed by the previous administration is now under review at the request of the new administration and implementation may be delayed.   Setting aside the political aspects, let’s focus instead on what is at the heart of Read More


IFA By the Numbers - 2017

Tuesday, January 31, 2017Mark Hebner

As we begin 2017, it has become a tradition that we reflect on the prior year by collecting our IFA statistics (or, what has grown to be known as IFA By the Numbers) on the abundance and wealth of information we provide in dedication towards replacing speculation with an education.Read More


The 4th Quarter and Annual Review of 2016

Wednesday, January 25, 2017Mark Hebner

There were a lot of great themes we could take out of 2016. Ideas like diversification and patience when targeting risk premiums all presented themselves this year. First, it is important to remind investors that 2016 had a very tough start. In the month of January, the S&P 500 returnedRead More


2016 Q4 Market Review - Show 225

Wednesday, January 25, 2017IFA.tv

Mark Hebner summarizes the market's performance during the fourth quarter of 2016 and demonstrates the difficulty in picking the next asset class winner.

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Is It Luck or Skill? - Show 226

Wednesday, January 25, 2017IFA.tv

One of the problems with identifying a good fund manager is distinguishing between skill and luck. Retired fund manager Con Keating says in his experience luck played a much bigger part than most of his colleagues were prepared to admit.

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Managing Investor Expectations

Wednesday, January 18, 2017Mark Hebner

Expectations can be a double edged sword. On one side, expectations represent what is most likely to take place, which can have practical value when talking about planning for the future. On the other hand, it can also set an “anchor” in the minds of investors, which could potentially causeRead More


A Look Back at 2016

Monday, January 16, 2017Weston Wellington

Every year brings its share of surprises. But how many of us could have imagined that 2016 would see the Chicago Cubs win the World Series, Bob Dylan receive the Nobel Prize in Literature, Donald Trump elected president, and the Dow Jones Industrial Average close out the year a whisker away from 20,000?Read More


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