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Rex Sinquefield talks about a variety of topics around the time IFA was founded. Rex is interviewed by Mark Matson in about 1999. 

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Each year, Dimensional analyzes returns from a large sample of US-based mutual funds. Our objective is to document the power of market prices by assessing fund manager perform...

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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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Mutual Fund Landscape - 2017

Thursday, July 27, 2017Dimensional Fund Advisors

Each year, Dimensional analyzes returns from a large sample of US-based mutual funds. Our objective is to document the power of market prices by assessing fund manager performance relative to index benchmarks. This year’s study updates results through 2016. The evidence shows that a majority of fund managers in theRead More


Vintage Rex Sinquefield Interview - Show 246

Wednesday, July 26, 2017IFA.tv

Rex Sinquefield talks about a variety of topics around the time IFA was founded. Rex is interviewed by Mark Matson in about 1999. Watch Video


The 2nd Quarter of 2017 in Review

Friday, July 21, 2017Tom Allen and Mark Hebner

Markets continued their climb during the 2nd Quarter of 2017 with most of the gains coming from outside of the United States. In the U.S., home sales reached highest levels since its peak before the 2008 Financial Crisis, job openings hit hew highs, the unemployment level fell to a 16-yearRead More


SPIVA 2017 - Show 245

Wednesday, July 19, 2017IFA.tv

Mark digs into the new 2017 SPIVA report. Once again, the data doesn't look good for active management.Watch Video


The Academic Advantage

Tuesday, July 18, 2017Tom Allen and Mark Hebner

The financial services industry has evolved over the last six decades. What started as essentially a broker or salesman role for getting people access to publicly traded securities has transformed into an academic discipline. We have documented this evolution from its roots with Scottish philosopher Adam Smith, to French mathematicianRead More


2017 Q2 Market Review - Show 244

Thursday, July 13, 2017IFA.tv

Mark Hebner summarizes the market's performance during the second quarter of 2017 and demonstrates the difficulty in picking the next asset class winner.

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Live Version - 2017 Quarter Two Market Review

Thursday, July 13, 2017IFA.tv

Mark Hebner talks about the second quarter of 2017 and takes questions from the audience in this live version.

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Dividends and the Lag in Fund Values

Monday, July 10, 2017Tom Allen and Mark Hebner

As we approach a calendar quarter-end, investors should be expecting both dividend and/or capital gain distributions from their mutual funds. The mechanics may confuse some investors, so we wanted to take the opportunity to review the process.Read More


Bridgeway Capital Management: A Deeper Look at The Performance

Wednesday, July 5, 2017Tom Allen and Mark Hebner

Multi-factor investing is slowly becoming a more common investment strategy among professional investment management firms. These firms, more informally known as “quants,” use statistical models to understand the common factors that drive performance in markets around the world. By structuring strategies that focus on these factors, managers can increase theRead More


The Damning Evidence on Active Fund Performance - Show 243

Wednesday, June 28, 2017IFA.tv

Dr. David Blake is one of the world's leading authorities on mutual fund performance. He spent many years studying fund returns in both the U.K. and the U.S.

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