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?March 27, 2020
Index Fund Advisors is dedicated to replacing investment speculation with an education. Our high-tech, hands-on approach to evidence-based investing and fiduciary wealth advisory services enables clients to achieve a well-rounded, returns-optimized financial experience.
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Dimensional: Perspective on Recent Market Volatility
Posted On: Friday, March 27, 2020
Jake DeKinder, Head of Client Communications, and Mark Gochnour, Head of Global Client Services of Dimensional Fund Advisors LP, discuss recent volatility in financial markets and provide perspective on these events. Recorded 3/20/2020
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Dimensional Earns Elite Status with Upgraded Morningstar ''Parent'' Rating
Posted On: Wednesday, March 25, 2020
Over the years, Morningstar''s analysts have continued to fine-tune their reviews of individual stock and bond funds. The formats used in the past tended to be fairly basic -- each portfolio was considered in terms of relative performance, risk, style and turnover data. Write-ups of methodologies for constructing and running funds were complemented with assessments of how well fund managers tracked their indexes or executed on a mandated investment strategy.
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For a limited time, IFA Taxes will prepare a complimentary first year tax return for all new tax clients.
For offer details, please contact John Dahlin, CPA at john@ifataxes.com or 888-302-0765
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About Us
Index Fund Advisors, Inc. ("IFA") is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. Founded in 1999 and headquartered in Irvine, California, IFA is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally diversified and tax-managed investment strategies with a fiduciary standard of care to a wide range of clients including individual investors, high-net-worth investors, institutional investors and corporations (401(k), 403(b), profit sharing, pensions, IRA rollovers), as well as endowments and foundations. This is intended to be informational in nature. This is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product or service, nor should it be construed as tax advice.
As a division of Index Fund Advisors, Inc., IFA Taxes provides a wide array of tax planning, accounting and tax return preparation services for individuals and businesses across the United States. IFA Taxes does not provide auditing or attestation services and therefore is not a licensed CPA firm. IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. Federal tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter herein.
SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
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Questions? Contact us today 1-888-643-3133
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