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Investors need to match their Risk Capacity Score to a Risk Exposure. We call this process, “matching people with portfolios.”

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A study by Wharton researchers compares 17-plus years of returns for the TV star's AAP portfolio, which spotlights many of his top picks.  

Step 11: Risk Exposure in Under a Minute

Friday, December 3, 2021IFA.com

Investors need to match their Risk Capacity Score to a Risk Exposure. We call this process, “matching people with portfolios.”Watch Video


Market Declines and Volatility

Tuesday, November 30, 2021IFA.com

Mark Hebner talks about market declines and volatility, and why it's important to stay the course.Watch Video


Jim Cramer vs. S&P 500: Chasing 'Mad Money'

Monday, November 29, 2021Murray Coleman

A study by Wharton researchers compares 17-plus years of returns for the TV star's AAP portfolio, which spotlights many of his top picks.  Read More


Five End-of-Year Ideas to Polish Your Portfolio

Wednesday, November 24, 2021Murray Coleman

During any downtime in this holiday season, here are some quick ways to sharpen your finances heading into a new year.Read More


Step 10: Risk Capacity in Under a Minute

Tuesday, November 23, 2021IFA.com

To optimize investment results, investors should only take on as much risk as they have the capacity to hold.Watch Video


How to Avoid a Messy Succession Battle

Monday, November 22, 2021Murray Coleman

Here is some advice from lawyers about how to plan ahead for a successful transfer of ownership. Read More


Step 9: History in Under a Minute

Thursday, November 18, 2021IFA.com

Odds are, you don’t know what the odds are. Most investors make investment decisions without a knowledge of the long-term history of stock markets.Watch Video


Savings Contribution Limits: A Look at Key 2022 Account Levels

Wednesday, November 17, 2021Murray Coleman

Here are the contribution limits in 2022 for some key retirement savings accounts.Read More


Luck or Skill: Evidence from S&P's Persistence Scorecard

Monday, November 15, 2021Murray Coleman

The latest report digs deeper than its sister SPIVA Scorecard to focus on how consistently active managers perform over time.Read More


2021 Q3 Market Review: Town Hall Edition

Thursday, November 11, 2021IFA.com

Mark Hebner talks to Apollo Lupescu about various topics in a townhall format in this 2021 Q3 Market Review.Watch Video


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