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- IFA Index Portfolio 10
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- IFA Index Portfolio 70
- IFA Index Portfolio 80
- IFA Index Portfolio 90
- IFA Index Portfolio 100
- Disclosures for Backtested Performance
- 12-Steps:
- Step 1
Step 1: Active Investors
Definitions
Problems
- 1.3.1 Active Investors are Everywhere
- 1.3.2 Active Investors are Gamblers
- 1.3.3 Active Investors Lose
- 1.3.4 The Poor Accounting of Active Investors
- 1.3.5 Stock Market Prices are Random
- 1.3.6 Stock Markets are Efficient
- 1.3.7 When Risk Capacity is not Matched with Risk Exposure
- 1.3.8 The High Cost of Turnover
- 1.3.9 The Emotional Stress of Active Investing
- 1.3.10 More than 1,500 Investors can be Wrong
- Step 2
Step 2: Nobel Laureates
Definitions
Solutions
- Alfred Nobel
- Blaise Pascal
- Edmund Halley
- Adam Smith
- Louis Bachelier
- Alfred Cowles
- Harry Markowitz
- James Tobin
- Frank Modigliani
- Merton Miller
- William Sharpe
- Paul Samuelson
- Eugene Fama
- Michael Jensen
- Rex Sinquefield
- Burton Malkiel
- John Bogle
- David Booth
- Kenneth French
- Who Do You Trust?
- Market Forces: May They Be With You
- Step 3
Step 3: Stock Pickers
Definitions
Problems
- 3.3.1 Why Stock Pickers Fail
- 3.3.2 The Stock Picker’s Graveyard
- 3.3.3 Incubator Funds
- 3.3.4 Studies and Observations that Show the Daunting Odds of Stock Picking
- 3.3.5 Stock Pickers and Coin Flippers
- 3.3.6 Stock Pickers are Focused on Short Term
- 3.3.7 Stock Pickers are Style Drifters
- 3.3.8 Stock Pickers are Looking for a Needle in a Haystack
- 3.3.9 Stock Pickers Play a Zero Sum Game
- 3.3.10 Stock Pickers in International Markets
- 3.3.11 Stock Pickers in Small-Cap Markets
- 3.3.12 Stock Pickers Pay More Taxes
- 3.3.13 Stock Picking Gurus and Their Real Records
- 3.3.14 Stock Pickers Don’t Want You to Know the Truth
- Step 4
Step 4: Time Pickers
Problems
- Step 5
Step 5: Manager Pickers
Problems
- Step 6
- Step 7
Step 7: Silent Partners
- Step 8
Step 8: Riskese
Definitions
- 8.2.1 Standard Deviation
- 8.2.2 Probability Distributions and Histograms
- 8.2.3 Mean Reversion
- 8.2.4 Expected Return
- 8.2.5 Rolling Period Returns
- 8.2.6 Risk
- 8.2.7 The Dimensions of Stock Return
- Market Risk Factor
- Size Risk Factor
- Value Risk Factor
- Term Risk Factor
- Default Risk Factor
- 8.2.8 Implications of the Fama/French Three-Factor Model
- 8.2.9 Time Diversification of Risk
Problems
- Step 9
Step 9: History
- Step 10
Step 10: Risk Capacity
Definitions
Problems
- Step 11
Step 11: Risk Exposure
Definitions
Problems
Solutions
- 11.4.2 Index Mutual Funds Earn more Return and Eliminate more Risk
- 11.4.3 The Most Efficient Funds on the Market
- Small Cap Strategy
- U.S. Small-Cap Strategy
- U.S. Micro-Cap Strategy
- Value Strategies
- U.S. Small-Cap Value Strategy
- U.S. Large-Cap Value Strategy
- Real Estate Securities Strategy
- U.S. Large Company Strategy
- Developed International Markets
- Emerging Markets
- Fixed Income
- 11.4.4 Are Commodities Worth the Risk?
- 11.4.5 Matching People with Portfolios
- Step 12
Step 12: Invest and Relax
Definitions
- 12.2.1 Registered Investment Advisers
- 12.2.2 Dimensional Fund Advisors
- 12.2.3 Rebalancing Portfolios
- 12.2.4 Rebalancing Formula
- 12.2.5 Tax Loss Harvesting
- 12.2.5a Mutual Fund Distributions
- 12.2.5b Cash Withdrawal Considerations
- 12.2.6 Financial Advice
- Estate Planning
- Insurance
- Accounting and Tax Advice
- Investment Advisors
- Life Planning
- The Glide Path of Life and Your IFA Index Portfolio
- Retirement Planner
Problems
- 12.3.1 Active Investors Procrastinate
- 12.3.2 Active Investors "Go It Alone"
- 12.3.3 The Media Wants Investors to Worry
- Asset Allocation
- Minimization of Investment Costs
- Minimization of Taxes
- Reliable Investment Performance
- A Simple and Understandable Investment Strategy
- An Easier Way to Track Investment Performance
- Increased Leverage and Compounding
of Investment Wealth - Invest like Institutional Investors
IFA.tv provides webcasts explaining the investing strategies of IFA.com and Mark Hebner's new book, Index Funds: The 12-Step Recovery Program for Active Investors. You can watch in HD on your computer at www.IFA.tv, YouTube.com, iTunes and Vimeo. They also will play on the Kindle Fire, Android Devices, iPhones, iTouch, iPads and with AppleTV and Airplay, you can watch in HD on your TV.
1. Schwab Login - Deposit Slip
2. Fidelity Login - Deposit Slip
3. TDA Login - Deposit Slip - Retirement Account Deposit Slip
4. Sample IFA Client Reports
5. Web and Book Reviews
6. IFA Gift Store
7. Jobs at IFA - ifa.jobs
8. IFA Admin Login
9. Advisor Network Members
10. HebnerModel.com
11. IFAart.com
12. New Condensed Book
13. More Links & Quick Domains
Discover the IFA Difference:
If markets are so efficient and difficult to beat, what about Peter Lynch, Bill Miller, Warren Buffett, or Sixteen Managers of the Year?
IFA vs State Pension Plans
IFA vs iShares (ETFs) (concerns)
IFA vs Commodities
IFA/DFA vs IFA/Vanguard
IFA vs Fidelity Magellan
Hedge Funds and Private Equity
Why IFA recommends DFA
Take the Risk Capacity Survey. It will match you to one of 100 Index Portfolios, then IFA will offer to put you on the Glide Path.
An Asset Location Strategy will be used to minimize taxes in your portfolio. Your IFA advisor will review and guide you through this process. Complete the Retirement Analyzer to estimate the probability of running out of money during your retirement.
Use the IFA Index Calculator to compare your existing portfolio to the recommended Index Portfolio.
Open an account at Schwab, Fidelity or TD Ameritrade.
and IFA will provide:
1. Emotions Management
2. Fiduciary Duty
3. Ongoing Advice
4. Client Services
5. Rebalancing
6. Tax Loss Harvesting
7. Performance Reports
8. Glide Path
9. Continuing Education
10. Tax Management
11. Chart and Data Updates
12. Cash Withdrawal and Deposit Management
13. Wealth Management
14. Alternative Investment Evaluations
and other services and advice as needed. The Retirement Analzyer and MoneyGuidePro provide tools that support financial planning for IFA clients. Clients are advised to hire an independent financial team to maximize their expertise and to reduce conflicts of interest among the team. They should include, at minimum, a Fee-Only Independent Registered Investment Advisor who will act as your fiduciary (like IFA), an Independent Specialized Estate Planning Attorney who is your fiduciary and keeps abreast of changing laws, an Independent CPA who is a tax expert and an Independent Fee-Only Insurance Advisor who acts as your fiduciary.
Index Funds Advisors, Inc.
IFA is a fiduciary for its clients and a fee-only independent financial advisor that provides wealth management by utilizing risk-appropriate, risk-returns-optimized, and tax-managed portfolios of index funds. Learn More - The IFA Brochure - IFA's Position Statement
 Mark Hebner IFA President More About Us |
 Harry Markowitz IFA Academic Consultant and Nobel Laureate |
NEW: Buy Mark's new revised, updated and condensed
5" x 7" book at amazon for just $7.99, with Foreword by Nobel Laureate Harry Markowitz: IndexFundsBook.com
May 18, 2012 The Venture Capital Myth - Dan Solin
May 16, 2012 The Hidden Message in JP Morgan's $2 Billion Loss - Dan Solin
May 15, 2012 The Ewing Marion Kauffman Foundation Report on Venture Capital Funds: A Cautionary Tale - Jay Franklin
May 14, 2012 IFA.tv - An Hour with Harry Markowitz, Ph.D., Nobel Laureate
May 11, 2012 Investor Confidence in UBS May be Misplaced - Dan Solin
May 9, 2012 A Rational Response to Irrational Market Anxiety - Dan Solin
May 6, 2012 IFA.tv: Interview with Dave Butler, Head of Global Financial Advisor Services for Dimensional Fund Advisors.
Part 1 | Part 2
May 2, 2012 Mal-location of Capital - Roger Trinwith
May 2, 2012 Wall Street: the other Las Vegas - Jay Franklin
May 1, 2012 Books of the Doomsday Genre: Read This before You Read One of Them - Jay Franklin
April 30, 2012 What You Can Learn From the Returns of Proprietary Mutual Funds - Dan Solin
April 25, 2012 Families That Cheat Investors Together, Stay Together - Dan Solin
April 19, 2012 Exchange-Traded Notes: We Hate to Say We Told You so, but... - Jay D. Franklin
April 14, 2012 Peter Lynch, His Disciples and Warren Buffett: Luck or Skill? You be the judge.
April 10, 2012 Science Meets Art: Asset Location
April 9, 2012 The Science and Art of Investing Can Harm Your Returns
April 1, 2012 IFA's new Risk Capacity Survey for Institutions - www.ifarcsi.com
.................................................
What's New at IFA Archives
- See More Dynamic Charts in this Drop Down Menu ▼
- 1. Risk Reward Optimization
- 2. Stocks vs. Indexes: 35 Yrs
- 3. Distribution of Monthly Returns
- 4. Roller Coaster of Risk & Return: 50 Yrs
- 5. High-Avg-Low Rolling Period: 50 Yrs
- 6. IFA vs. Vanguard with IFA Weights
- 7. Simulated Passive Investor Experiences (SPIEs)
- 8. Explanation of SPIEs
- 9. Time Diversification: 50 yrs
- 10. Positive vs. Negative Returns
- 11. Normal Distribution of Portfolios
- 12. IFA Index Comparisons
- 13. IFA Index Portfolio Comparisons
- 14. People and Portfolios
- 15. Periodic Table of Indexes
- 16. Can You Pick the Next Industrial Sector Winner?
- 17. Can You Pick the Winning Country?
Risk Reward Optimization
Watch a few videos from nearly 200 videos on the IFA YouTube channel, which can be viewed at www.ifatube.com.
- Home
- Risk Capacity Surveys
- Calculators
- Retirement Analyzer
- Chart Index
- Open an Account
- 401(k) Plans
- About Us
- Contact Us
- IFA.tv
- IFA Films
- Books
- IFAtube
- IFARadio
- Blog
- Podcast
- Quotes
- Quotes of the Week
- Archives
- Articles
- FAQs
- Papers
- Links
- One Hundred IFA Index Portfolios
- IFA Index Portfolio 10
- IFA Index Portfolio 20
- IFA Index Portfolio 30
- IFA Index Portfolio 40
- IFA Index Portfolio 50
- IFA Index Portfolio 60
- IFA Index Portfolio 70
- IFA Index Portfolio 80
- IFA Index Portfolio 90
- IFA Index Portfolio 100
- Disclosures for Backtested Performance
- 12-Steps:
- Step 1
Step 1: Active Investors
Definitions
Problems
- 1.3.1 Active Investors are Everywhere
- 1.3.2 Active Investors are Gamblers
- 1.3.3 Active Investors Lose
- 1.3.4 The Poor Accounting of Active Investors
- 1.3.5 Stock Market Prices are Random
- 1.3.6 Stock Markets are Efficient
- 1.3.7 When Risk Capacity is not Matched with Risk Exposure
- 1.3.8 The High Cost of Turnover
- 1.3.9 The Emotional Stress of Active Investing
- 1.3.10 More than 1,500 Investors can be Wrong
- Step 2
Step 2: Nobel Laureates
Definitions
Solutions
- Alfred Nobel
- Blaise Pascal
- Edmund Halley
- Adam Smith
- Louis Bachelier
- Alfred Cowles
- Harry Markowitz
- James Tobin
- Frank Modigliani
- Merton Miller
- William Sharpe
- Paul Samuelson
- Eugene Fama
- Michael Jensen
- Rex Sinquefield
- Burton Malkiel
- John Bogle
- David Booth
- Kenneth French
- Who Do You Trust?
- Market Forces: May They Be With You
- Step 3
Step 3: Stock Pickers
Definitions
Problems
- 3.3.1 Why Stock Pickers Fail
- 3.3.2 The Stock Picker’s Graveyard
- 3.3.3 Incubator Funds
- 3.3.4 Studies and Observations that Show the Daunting Odds of Stock Picking
- 3.3.5 Stock Pickers and Coin Flippers
- 3.3.6 Stock Pickers are Focused on Short Term
- 3.3.7 Stock Pickers are Style Drifters
- 3.3.8 Stock Pickers are Looking for a Needle in a Haystack
- 3.3.9 Stock Pickers Play a Zero Sum Game
- 3.3.10 Stock Pickers in International Markets
- 3.3.11 Stock Pickers in Small-Cap Markets
- 3.3.12 Stock Pickers Pay More Taxes
- 3.3.13 Stock Picking Gurus and Their Real Records
- 3.3.14 Stock Pickers Don’t Want You to Know the Truth
- Step 4
Step 4: Time Pickers
Problems
- Step 5
Step 5: Manager Pickers
Problems
- Step 6
- Step 7
Step 7: Silent Partners
- Step 8
Step 8: Riskese
Definitions
- 8.2.1 Standard Deviation
- 8.2.2 Probability Distributions and Histograms
- 8.2.3 Mean Reversion
- 8.2.4 Expected Return
- 8.2.5 Rolling Period Returns
- 8.2.6 Risk
- 8.2.7 The Dimensions of Stock Return
- Market Risk Factor
- Size Risk Factor
- Value Risk Factor
- Term Risk Factor
- Default Risk Factor
- 8.2.8 Implications of the Fama/French Three-Factor Model
- 8.2.9 Time Diversification of Risk
Problems
- Step 9
Step 9: History
- Step 10
Step 10: Risk Capacity
Definitions
Problems
- Step 11
Step 11: Risk Exposure
Definitions
Problems
Solutions
- 11.4.2 Index Mutual Funds Earn more Return and Eliminate more Risk
- 11.4.3 The Most Efficient Funds on the Market
- Small Cap Strategy
- U.S. Small-Cap Strategy
- U.S. Micro-Cap Strategy
- Value Strategies
- U.S. Small-Cap Value Strategy
- U.S. Large-Cap Value Strategy
- Real Estate Securities Strategy
- U.S. Large Company Strategy
- Developed International Markets
- Emerging Markets
- Fixed Income
- 11.4.4 Are Commodities Worth the Risk?
- 11.4.5 Matching People with Portfolios
- Step 12
Step 12: Invest and Relax
Definitions
- 12.2.1 Registered Investment Advisers
- 12.2.2 Dimensional Fund Advisors
- 12.2.3 Rebalancing Portfolios
- 12.2.4 Rebalancing Formula
- 12.2.5 Tax Loss Harvesting
- 12.2.5a Mutual Fund Distributions
- 12.2.5b Cash Withdrawal Considerations
- 12.2.6 Financial Advice
- Estate Planning
- Insurance
- Accounting and Tax Advice
- Investment Advisors
- Life Planning
- The Glide Path of Life and Your IFA Index Portfolio
- Retirement Planner
Problems
- 12.3.1 Active Investors Procrastinate
- 12.3.2 Active Investors "Go It Alone"
- 12.3.3 The Media Wants Investors to Worry
- Asset Allocation
- Minimization of Investment Costs
- Minimization of Taxes
- Reliable Investment Performance
- A Simple and Understandable Investment Strategy
- An Easier Way to Track Investment Performance
- Increased Leverage and Compounding
of Investment Wealth - Invest like Institutional Investors
|
