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David Pitt Watson is a fund industry insider. He's worked in asset management for many years, and it's made him question the wisdom of using active fund managers at all.

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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 i...

IFA News

It seems like every time you turn on the news, they are talking about how Americans aren't saving enough for retirement. You hear it so much that, if you're like many of us, you start to panic...

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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


Saving for College: Is the 529 Plan Optimal?

Friday, January 13, 2017Tom Allen and Mark Hebner

Over the holiday weekend, I was having a discussion with a family member about saving for college given the recent birth of their daughter. This particular family member was looking into a 529 plan, but was concerned about some of the restrictions involved with having a 529. One of theRead More


Markets Are at New Highs: Is a Contraction on the Horizon?

Wednesday, January 11, 2017Tom Allen and Mark Hebner

After coming off of a performing 2016 and with certain indices, like the Dow Jones Industrial Average, at or near all-time highs, many investors may be wondering if a market contraction is on the horizon. Unlike many of the professional news pundits who use their “opinion” as “fact,” a good Read More


Why Discipline is So Important for Investors

Tuesday, January 10, 2017Tom Allen and Mark Hebner

As we come to the end of the year it is important to reflect on some of the lessons learned from 2016. One of the biggest that comes to mind is the importance of discipline when it comes to investing, especially if you are trying to target specific risk premiumsRead More


The Value IFA Brings to Your Personal Finances

Tuesday, January 10, 2017Index Funds Advisors

As an investor it is important to understand the value your advisor provides for the fee they are charging you. While many traditional financial firms believe the majority of their value comes in the form of an actively managed investment portfolio attempting to outperform a specific benchmark, this type of Read More


Investing Tips From an Industry Insider - Show 224

Thursday, January 5, 2017IFA.tv

David Pitt Watson is a fund industry insider. He's worked in asset management for many years, and it's made him question the wisdom of using active fund managers at all.

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Alliance Bernstein: A Closer Look at the Performance

Thursday, January 5, 2017Tom Allen and Mark Hebner

New York based money manager, Alliance Bernstein, has built a reputation of being one of the leading investment experts. They currently manage $490 Billion in assets, have 47 locations across 21 different countries, have close to 3,500 employees, and is currently traded on the New York Stock Exchange (NYSE: AB).Read More


Dimensional Fund Advisors: A Deeper Look At The Performance

Monday, January 2, 2017Mark Hebner

As many of our readers know, we don’t think too highly of the active mutual fund industry. Not because we have a personal vendetta against them, but because their pursuit of attempting to outperform the market using other investors’ money has only enriched themselves and more often than not leftRead More


Hedge Funds and Fraud: Way to Break the Stereotype

Thursday, December 29, 2016Tom Allen and Mark Hebner

Hedge funds have received a pretty bad wrap since the last financial crisis. Some of the big stories that involved illegal behavior on behalf of hedge funds include Dreier LLP, Weavering Capital, Capitol Investments USA, Westgate Capital Management, Petters Group Worldwide, Stanford Financial Group, Madoff Investments, Bayou Hedge Fund Group,Read More


Retirement Funds: The "Off Limits" Money

Wednesday, December 28, 2016Tom Allen and Mark Hebner

Saving for retirement, let alone saving enough for a retirement, is a difficult endeavor for most investors. With the majority of baby boomers being underfunded for retirement, the overall conclusion that investors having enough knowledge, resources, and will power to prepare for retirement readiness is a farce. There are many Read More


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