Index Fund Advisors - Podcast
Index Fund Advisors (IFA) is an independent financial advisor that provides wealth management by utilizing risk-appropriate, returns-optimized, and tax-managed portfolios of index funds. IFA.tv provides webcasts explaining the investing strategies of IFA.com and Mark Hebner's book, Index Funds: The 12-Step Recovery Program for Active Investors, with Foreword by Nobel Laureate Harry Markowitz. See hard cover here: http://indexfundsbook.com and iBook here: http://iBookIndexFunds.com.
Business 118 rész Index Fund Advisors (IFA) is an independent financial advisor that provides wealth management by utilizing risk-appropriate, returns-optimized, and tax-managed portfolios of index funds.
Q1 2020 Market Review
25 perc
118. rész
Mark Hebner summarizes the market's performance during the first quarter of 2020 and demonstrates the difficulty in picking the next asset class winner.
The Importance of Rebalancing
6 perc
117. rész
With the recent market volatility, Mark Hebner explains the importance of rebalancing your portfolio.
Epidemics and Stock Market Returns
12 perc
116. rész
Over the last 40 years there have been several instances where stock markets have been impacted by major epidemics or outbreaks. i
How to Be More Disciplined in Saving
3 perc
115. rész
Human beings are hardwired to focus on the present. We're finely attuned to the immediate threats around us. What we are not quite so good at is dealing with long-term dangers like saving enough for retirement.
Venkat Yarlagadda Interviews Mark Hebner: Full Interview
32 perc
114. rész
In Venkat Yarlagadda's 2nd Annual Interview with Mark Hebner, they talk about a wide variety of topics. The investing media has posed some interesting questions as of late. Is there an indexing bubble? Is value investing dead?
2019 Q4 Market Review
16 perc
113. rész
Mark Hebner summarizes the market's performance during the fourth quarter of 2019 & demonstrates the difficulty in picking the next asset class winner.
Venkat Yarlagadda Interviews Mark Hebner: Part Six
3 perc
112. rész
In Part Six of Venkat Yarlagadda's 2nd Annual Interview with Mark Hebner, they talk about the synergy between IFA and IFA Taxes.
Venkat Yarlagadda Interviews Mark Hebner: Part Five
3 perc
111. rész
In Part Five of Venkat Yarlagadda's 2nd Annual Interview with Mark Hebner, they discuss the underperformance of International stocks.
Venkat Yarlagadda Interviews Mark Hebner: Part Four
4 perc
110. rész
In Part Four of Venkat Yarlagadda's 2nd Annual Interview with Mark Hebner, they discuss whether or not there is an indexing bubble.
Venkat Yarlagadda Interviews Mark Hebner: Part Three
6 perc
109. rész
In Part Three of Venkat Yarlagadda's 2nd Annual Interview with Mark Hebner, they talk about advisor risk.
Venkat Yarlagadda Interviews Mark Hebner: Part Two
7 perc
108. rész
In Part Two of Venkat Yarlagadda's 2nd Annual Interview with Mark Hebner, they talk about the realized returns of investors.
Venkat Yarlagadda Interviews Mark Hebner: Part One
7 perc
107. rész
In Part One of Venkat Yarlagadda's 2nd Annual Interview with Mark Hebner, they talk about the recent buzz in the media that Value Investing is dead.
Why We Struggle to Think Long-Term
3 perc
106. rész
Investing is something that human beings find far more difficult than we should. Why? It's simply down to the way we are. One example is our tendency to rely quite heavily on intuition.
Understand Uncertainty: Part 2
7 perc
104. rész
In Part Two of our Understand Uncertainty series, Mark illustrates the random walk of market returns using the Hebner Model and the Galton Board.
Transparency is Crucial
2 perc
105. rész
One of the problems people face when choosing a fund to invest in is a lack of transparency.
2019 Q3 Market Review
9 perc
103. rész
Mark Hebner summarizes the market's performance during the third quarter of 2019 & demonstrates the difficulty in picking the next asset class winner.
Prices are Fair
18 perc
102. rész
Are great companies necessarily great investments? Dimensional Vice President, Weston Wellington describes the market's innate ability to fairly price companies, and how the wisdom of the crowds repeatedly trumps speculation.
The Matrix Book: Brought to You by Dimensional
11 perc
101. rész
Mark Hebner sits down with Dimensional's V.P. Weston Wellington to discuss the renowned Matrix books that Dimensional has published since 1982.
The Psychology of Investor Behavior: Part Two
17 perc
100. rész
IFA.tv is proud to welcome back Scott Bosworth, Vice President of Dimensional Fund Advisors. Scott presents Part Two of The Psychology of Investor Behavior.
The Psychology of Investor Behavior: Part One
16 perc
99. rész
IFA.tv is proud to welcome Scott Bosworth, Vice President of Dimensional Fund Advisors. Scott presents Part One of The Psychology of Investor Behavior.
Updated IFA Client Study
2 perc
98. rész
Here at IFA, we take our fiduciary duty seriously. So, we decided to look at our own clients' portfolios and how much they benefited from our advice.
The Fund Industry is Finally Shrinking
3 perc
97. rész
It is usually seen as a good thing for consumers when there's more choice on offer. The global asset management industry has mushroomed in size since the 1960's. But generally that hasn't resulted in better products or lower costs for investors.
Tax Loss Harvesting
1 perc
96. rész
Index Fund Advisors would like to remind you of our valuable service of Tax Loss Harvesting.
Recent Changes in the Tax Code
2 perc
95. rész
John Dahlin talks about the recent changes in the tax code.
Introducing IFA Taxes
2 perc
94. rész
IFA taxes was created to assist clients in need of tax planning, accounting and tax return preparation expertise.
Lessons from the Global Financial Crisis
3 perc
93. rész
The Financial Crisis of 2007/08 is still deeply ingrained in many people's minds. But is the financial system any more stable today?
Understand Uncertainty
13 perc
92. rész
Mark Hebner starts a new series of videos about understanding uncertainty. The focus of the series will be the uncertainty of market returns.
2019 Q2 Market Review
9 perc
91. rész
Mark Hebner summarizes the market's performance during the second quarter of 2019 and demonstrates the difficulty in picking the next asset class winner.
Playing It Too Safe with Your Investments?
2 perc
90. rész
Where do you think the best options for long-term investments reside? Gold? Silver? Paintings? Maybe postage stamps? Gallup Inc. recently asked 1,012 Americans this very question.
Trusting an Advisor
4 perc
89. rész
Just as you need to trust your doctor, you also need to trust your financial advisor. Trusting your advisor will give you much more peace of mind.
Fear, Greed and Your Brain
2 perc
88. rész
Jason Zweig, a columnist for The Wall Street Journal, offered his opinion on how humans are not hardwired to be good investors. In his book Your Money & Your Brain, Mr. Zweig dissects the human brain to discuss how humans are motivated to make decisions.
Advisor Risk
3 perc
87. rész
When it comes to investing, we can identify many risks investors assume, either knowingly or not. At Index Fund Advisors, we see it as our core mission to get investors to take the risks that are worth taking (e.g. market, size, value, term and default).
Preparing for Retirement Isn't All About Money
3 perc
86. rész
Moving from full-time employment to retirement is a huge transition. You need to start thinking about it long before you plan to retire.
eMoney and IFA Financial Planning
1 perc
85. rész
IFA's partnership with e-Money is an important part of our client's overall investment experience.
The Number One Lesson From Market History - Show 315
2 perc
84. rész
It's often assumed that to be a successful investor you need to be an expert in economics. In fact, far more useful is a knowledge of history, particularly the history of the financial markets.
Market Volatility and the Hebner Model - Show 314
7 perc
83. rész
Mark Hebner explains market volatility using the Hebner model.
The Wisdom of Charlie Munger - Show 313
2 perc
82. rész
Warren Buffett has long been a big proponent of index funds. But so has his long-time sidekick Charlie Munger. Recently, Mr. Munger gave a two-hour address at the Daily Journal Annual Meeting.
Admired vs. Spurned - Show 312
2 perc
81. rész
Contrary to popular belief, great companies don't make great investments. In fact, distressed companies have earned higher returns than those of companies with considerable goodwill at the time of purchase.
Can Investors Learn from the Yale Model - Show 311
3 perc
80. rész
Over the years much has been written about the endowments of prestigious US universities. One endowment in particular, the Yale endowment run by David Swensen, has been hailed as a big success.
2019 Q1 Market Review - Show 310
7 perc
79. rész
Mark Hebner summarizes the market's performance during the first quarter of 2019 and demonstrates the difficulty in picking the next asset class winner.
Data on Active Fund Performance You Can't Ignore - Show 309
3 perc
78. rész
The best known, on-going research into the performance of actively managed funds is conducted by S&P Dow Jones Indices. Every six months it brings out what it calls a SPIVA scorecard for funds in different parts of the world.
IFA Client Study: Follow Our Advice - Show 308
2 perc
77. rész
Here at Index Fund Advisors, we believe there is great value in following our advice. This confidence is backed by our own clients’ past results.
IFA.tv - Men and Women See Investing Differently - Show 307
3 perc
76. rész
Research into couples and their personal finances consistently shows that it's mainly men who make investment decisions.
IFA.tv - Survivors and Winners of the S&P 500 - Show 306
1 perc
75. rész
John Bogle once described the practice of stock picking as “looking for a needle in a haystack.”
IFA.tv - What We Can Learn from Norway - Show 305
2 perc
74. rész
Some investors like to copy the strategy of famous fund managers. Others try to emulate the endowments of top American Universities.
IFA.tv - Mark Hebner Interview: Part Five - Show 304
9 perc
73. rész
In Part Five of Venkat's interview with Mark Hebner, they look at why it's so important to invest and relax
IFA.tv - Mark Hebner Interview: Part Four - Show 303
8 perc
72. rész
In Part Four of Venkat's interview with Mark Hebner, they break down the uniqueness of IFA and the importance of having an investment advisor.
IFA.tv - Mark Hebner Interview: Part Three - Show 302
8 perc
71. rész
In Part Three of Venkat's interview with Mark Hebner, they discuss the Behavior Gap.
IFA.tv - Mark Hebner Interview: Part Two - Show 301
11 perc
70. rész
In Part Two of Venkat's interview with Mark Hebner, they talk about the uniqueness of Dimensional Fund Advisors.
IFA.tv - 2018 Q4 Market Review - Show 300
19 perc
69. rész
Mark Hebner summarizes the market's performance during the fourth quarter of 2018 and demonstrates the difficulty in picking the next asset class winner.
IFA.tv - Remembering John Bogle - Show 299
3 perc
68. rész
Vanguard founder and indexing pioneer John Bogle passed away yesterday. We wanted to take the time to look back at his impact on the investment world.
IFA.tv - Mark Hebner Interview: Part One - Show 298
13 perc
67. rész
In Part One of this multi-part interview, Venkat Yarlagadda sits down with Mark Hebner and asks him why he started IFA.
IFA.tv - Why Exciting Technologies Can Be Risky - Show 297
3 perc
66. rész
Every now and again investors get excited about a new technological innovation which appears to be groundbreaking.
IFA.tv - Pay Attention to the Future - Show 296
3 perc
65. rész
Experts in human behavior have observed a number of biases that people are prone to. But specifically regarding investing, which is the most damaging bias of all?
Investing: The Evidence - Full Documentary
44 perc
64. rész
People leaving work today will typically spend 20 years or more in retirement. That's a very long time to last without a regular salary. Watch the full documentary of Investing: The Evidence.
IFA.tv - Investing: The Evidence - Part Three - Show 295
7 perc
63. rész
Sometimes referred to as smart, strategic, or alternative beater; factor investing is based on the multi-factor model developed by two American academics: Eugene Fama and Kenneth French.
IFA.tv - Investing: The Evidence - Part Two - Show 294
7 perc
62. rész
One of the biggest developments in the investment industry in recent years has been the growing popularity of passive investing.
IFA.tv - Investing: The Evidence - Part One - Show 293
11 perc
61. rész
We all need to invest. Nobody knows what the future holds, but a typical lifetime includes some pretty expensive events.
IFA.tv - Is It Getting Harder to Outperform? - Show 292
3 perc
60. rész
It's widely known, at least in the investing industry, that active managers have had a difficult few years.
IFA.tv - Asset Class Returns - Show 291
17 perc
59. rész
Mark Hebner talks about the wide range of year-to-date returns among the 15 asset classes used in IFA Index Portfolios.
IFA.tv - The New Investing Kit - Show 290
5 perc
58. rész
Mark Hebner introduces the new Investing Kit.
IFA.tv - 2018 Q3 Market Review - Show 289
10 perc
57. rész
Mark Hebner summarizes the market's performance during the third quarter of 2018 & demonstrates the difficulty in picking the next asset class winner.
IFA.tv - Recent Market Volatility - Show 288
8 perc
56. rész
With the recent market volatility, Mark Hebner wanted to give his thoughts on the instability.
IFA.tv - Average Equity Fund Investor vs. Indexes - Show 287
1 perc
55. rész
An annual study called the Quantitative Analysis of Investor Behavior by Dalbar attempts to measure the impact of investor decisions.
IFA.tv - The Fired Beat the Hired - Show 286
1 perc
54. rész
Investment committees or plan sponsors tend to hire investment managers with a history of above benchmark returns.
IFA.tv - Overcoming Recency Bias - Show 285
3 perc
53. rész
One of the problem investors face is what behavioral psychologists call Recency Bias. In other words, they focus on the very recent past and project that indefinitely into the future.
IFA.tv - Crypto Concern - Show 284
2 perc
52. rész
The growing popularity of Bitcoin and other cryptocurrencies is raising red flags not just with investment professionals.
IFA.tv - How to Guard Against Optimism Bias - Show 283
3 perc
51. rész
Of all the behavioral biases people are prone to, one of the most prevalent is optimism bias. We typically assume things will turn out better than they do.
IFA.tv - The Dangers of Overconfidence - Show 282
3 perc
50. rész
Generally speaking, it's good to have a positive outlook on life and to be reasonable optimistic about the future.
IFA.tv - Is Factor Investing Worth It? - Show 281
4 perc
49. rész
Broadly speaking, there are three different types of fund you can invest in: active funds, passive funds and funds that give you exposure to certain risk factors.
IFA.tv - 2018 Q2 Market Review - Show 280
9 perc
48. rész
Mark Hebner summarizes the market's performance during the second quarter of 2018 and demonstrates the difficulty in picking the next asset class winner.
IFA.tv - Why You Need Your Advisor to Challenge You - Show 279
3 perc
47. rész
Some people treat their financial advisor like an order taker. They go to them with preset ideas about what they want, and the advisor's role as they see it is to carry out their instructions.
IFA.tv - Galton Board and Pascal's Triangle - Show 278
8 perc
46. rész
Pascal's Triangle is a number pattern steeped in history. The triangle has been studied for millennia.
IFA.tv - Galton Board and the Regression to the Mean - Show 277
7 perc
45. rész
It was in 1876 in a Victorian workshop rather like this one that Sir Francis Galton constructed a contraption called the Galton Board.
IFA.tv - Wealth and Happiness - Show 276
3 perc
44. rész
There's no point in accumulating wealth just for the sake of it. What matters is what we do with our wealth.
IFA.tv - Galton Board and the Normal Distribution - Show 275
7 perc
43. rész
You may not have heard of him, but Sir Francis Galton was a Victorian genius.
IFA.tv - Should Investors Buy Cryptocurrencies? - Show 274
3 perc
42. rész
There's been plenty of publicity in recent months about cryptocurrencies. The reason why is they soared in value in 2017.
IFA.tv - Advice on Diversification from a Nobel Laureate - Show 273
2 perc
41. rész
Diversification is sometimes referred to as the one free lunch in investing.
IFA.tv - What Can Investors Learn from Academia? - Show 272
4 perc
40. rész
When we talk about evidence-based investing, what we are really referring to is academic evidence.
IFA.tv - The Link Between Money and Happiness - Show 271
2 perc
39. rész
It's one of the big philosophical questions, "Can money buy you happiness?"
IFA.tv - The Random Walk of Market Returns - Show 270
6 perc
38. rész
Mark Hebner breaks down an exciting new chart that combines his Hebner Model with the Galton Board.
IFA.tv - Market Declines and Volatility - Show 269
16 perc
37. rész
Mark Hebner talks about market declines and volatility with the rocky road in the markets lately.
IFA.tv - 2018 Q1 Market Review - Show 268
9 perc
36. rész
Mark Hebner summarizes the market's performance during the first quarter of 2018 and demonstrates the difficulty in picking the next asset class winner.
IFA.tv - How Many Star Managers Are There? - Show 267
2 perc
35. rész
The fund industry tries to make paying for active management seem like a no-brainer.
IFA.tv - What Should I Be Doing? - Show 266
1 perc
34. rész
In Part 5 of this five-part series, the final question is…What should I be doing?
IFA.tv - Will Making Frequent Changes to My Portfolio Help Me Achieve Investment Success? - Show 265
1 perc
33. rész
It's tough, if not impossible, to know which market segments will outperform from period to period.
IFA.tv - Do I Have to Outsmart the Market to be a Successful Investor? - Show 264
1 perc
32. rész
Financial markets have rewarded long-term investors.
IFA.tv - What Are My Chances of Picking an Investment Fund that Survives and Outperforms? - Show 263
1 perc
31. rész
Flip a coin and your odds of getting heads or tails are 50/50. Historically, the odds of selecting an investment fund that was still around 15 years later are about the same.
IFA.tv - What Sort of Competition Do I Face as an Investor? - Show 262
1 perc
30. rész
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some pertinent questions.
IFA.tv - The Economy is Not the Stock Market - Show 261
3 perc
29. rész
One of the most common misconceptions about investing is that the economy and the stock market are perfectly correlated. Yes, they are connected, but it's not that simple.
IFA.tv - Market Declines and Volatility - Show 260
27 perc
28. rész
In light of all this market volatility over the last few days, we wanted to remind you of the benefits of being a buy and hold investor.
IFA.tv - The Paradox of Skill - Show 259
3 perc
27. rész
Most investors use actively managed funds. But how well do active funds actually perform?
IFA.tv - 2017 Q4 Market Review - Show 258
12 perc
26. rész
Mark Hebner summarizes the market's performance during the fourth quarter of 2017 and demonstrates the difficulty in picking the next asset class winner.
IFA.tv - Francis Galton: Part 3: Reversion to the Mean - Show 257
3 perc
25. rész
In Part Three of the three part series, we look at the Galton Board.
IFA.tv - Francis Galton: Part 2: The Wisdom of the Crowd - Show 256
3 perc
24. rész
In Part Two of this three part series, we look at Galton's contribution to the concept of the wisdom of the crowds.
IFA.tv - Francis Galton: Part 1: Whenever You Can, Count - Show 255
4 perc
23. rész
Most people have never heard of him, but Sir Francis Galton was a Victorian genius. In part one of this three part series we explore his background.
IFA.tv - Why New Funds are Best Avoided - Show 254
2 perc
22. rész
When a fund management company launches a new fund it's often to a big fanfare. But that doesn't make it a good idea to invest in them.
IFA.tv - Joe Chi on Corporate Governance: Part Three - Show 253
4 perc
21. rész
In part three of this three part series, Joe Chi of Dimensional Fund Advisors, gives some examples of Corporate Governance in action.
IFA.tv - Joe Chi on Corporate Governance: Part Two - Show 252
6 perc
20. rész
In part two of this three part series, Joe Chi of Dimensional Fund Advisors, explains how Dimensional approaches Corporate Governance.
IFA.tv - Joe Chi on Corporate Governance: Part One - Show 251
7 perc
19. rész
In part one of this three part series, Joe Chi of Dimensional Fund Advisors talks about what Corporate Governance is and why it is important.
IFA.tv - Are Investors Reluctant to Realize Their Losses? - Show 250
3 perc
18. rész
Studies have repeatedly shown how active investors consistently under-perform the market. That's partly to do with costs, but also behavior.
IFA.tv - Are Index Funds Becoming Too Popular? - Show 249
2 perc
17. rész
Passively Managed funds have grown hugely in popularity in recent years. So much so in fact that some say we may be heading for an indexing bubble.
IFA.tv - Downside Protection - Show 248
3 perc
16. rész
A very common sales pitch among the active management community is their ability to provide “downside protection” for investors in falling markets.
IFA.tv - 2017 Q3 Market Review - Show 247
12 perc
15. rész
Mark Hebner summarizes the market's performance during the third quarter of 2017 and demonstrates the difficulty in picking the next asset class winner.
Index Funds: Step 5 - Manager Pickers
6 perc
9. rész
This is Step 5: Manager Pickers of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.
Index Funds: Step 4 - Time Pickers
7 perc
8. rész
This is Step 4: Time Pickers of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.
Index Funds: Step 10 - Risk Capacity
5 perc
14. rész
This is Step 10: Risk Capacity of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.
Index Funds: Step 9 - History
8 perc
13. rész
This is Step 9: History of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.
Index Funds: Step 8 - Riskese
10 perc
12. rész
This is Step 8: Riskese of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.
Index Funds: Step 7 - Silent Partners
6 perc
11. rész
This is Step 7: Silent Partners of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.
Index Funds: Step 6 - Style Drifters
4 perc
10. rész
This is Step 6: Style Drifters of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.
Index Funds: Step 3 - Stock Pickers
10 perc
7. rész
This is Step 3: Stock Pickers of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.
Index Funds: Step 2 - Nobel Laureates
9 perc
6. rész
This is Step 2: Nobel Laureates of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.
Index Funds: Step 1 - Active Investors
12 perc
5. rész
This is Step 1: Active Investors of the full length documentary film Index Funds: The 12-Step Recovery Program for Active Investors. Watch Mark Hebner's acclaimed book come to life on screen.
IFA.tv - Vintage Rex Sinquefield Interview - Show 246
23 perc
4. rész
Rex Sinquefield talks about a variety of topics around the time IFA was founded.
IFA.tv - SPIVA 2017 - Show 245
7 perc
3. rész
Mark digs into the new 2017 SPIVA report. Once again, the data doesn't look good for active management.
IFA.tv - 2017 Q2 Market Review - Show 244
7 perc
2. rész
Mark Hebner summarizes the market's performance during the second quarter of 2017 and demonstrates the difficulty in picking the next asset class winner.
IFA.tv - The Damning Evidence on Active Fund Performance - Show 243
2 perc
1. rész
Dr. David Blake is one of the leading authorities on mutual fund performance. He spent many years studying fund returns in both the U.K. and the U.S.
