Index Fund Advisors Sign Up Information

?July 26, 2019

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.

2019 Q2 Market Review

Posted On: Thursday, July 25, 2019

Mark Hebner summarizes the market's performance during the second quarter of 2019 and demonstrates the difficulty in picking the next asset class winner.

Selecting Investments Part 1

Posted On: Wednesday, July 24, 2019

As a fiduciary, Index Fund Advisors only receives compensation from its clients. This was a business decision made by Mark Hebner, who founded the independent Registered Investment Advisor firm in 1999, in order to ensure that all investment recommendations and wealth management advice is offered in an unbiased manner. 

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 not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product or service. IFA Taxes does not provide auditing or attestation services. See https://www.ifataxes.com/about for additional disclosures.

?July 18, 2019

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.

Playing It Too Safe with Your Investments?

Posted On: Wednesday, July 17, 2019

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.

S&P Study: Active Funds No Panacea for Managing Risks

Posted On: Tuesday, July 9, 2019

A lack of consistency by active fund managers in beating their respective benchmarks has been a constant theme of research over the years from the S&P Indices Versus Active (SPIVA) scorecards. 

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 not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product or service. IFA Taxes does not provide auditing or attestation services. See https://www.ifataxes.com/about for additional disclosures.

?July 12, 2019

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.

Trusting an Advisor

Posted On: Thursday, July 11, 2019

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.

S&P Study: Active Funds No Panacea for Managing Risks

Posted On: Tuesday, July 9, 2019

A lack of consistency by active fund managers in beating their respective benchmarks has been a constant theme of research over the years from the S&P Indices Versus Active (SPIVA) scorecards. 

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 not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product or service.

?August 8, 2019

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.

Lessons from the Global Financial Crisis

Posted On: Wednesday, August 7, 2019

The Financial Crisis of 2007/08 is still deeply ingrained in many people's minds. But is the financial system any more stable today?

RAFI ETFs: A Deeper Look at the Performance

Posted On: Wednesday, July 31, 2019

Fads come and go. In the increasingly complex and convoluted world of passive investing, a debate some fund providers like to throw out is a concept known as "fundamental" indexing. 

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 not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product or service. IFA Taxes does not provide auditing or attestation services. See https://www.ifataxes.com/about for additional disclosures.

?August 1, 2019

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.

Understand Uncertainty

Posted On: Thursday, August 1, 2019

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

Posted On: Thursday, July 25, 2019

After logging strong returns in the opening three months of 2019, global equity markets slowed in the second quarter. Still, major indexes across the world ended Q2 in positive territory. 

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 not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product or service. IFA Taxes does not provide auditing or attestation services. See https://www.ifataxes.com/about for additional disclosures.

?July 3, 2019

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.

Fear, Greed and Your Brain

Posted On: Wednesday, July 3, 2019

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 - mainly out of fear and greed. These emotions are valuable attributes for survival, but can become a hindrance when dealing with money.

Eugene Fama: One of a Kind

Posted On: Wednesday, June 26, 2019

Academics are a hallmark of the investment strategy that we recommend to our clients. While there are plenty of sales pitches professing some sort of new or "hot" idea on how to get rich quick, we rely on peer-reviewed academic research to guide the decisions that we make within our own practice.  

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.

?August 15, 2019

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.

Introducing IFA Taxes

Posted On: Wednesday, August 14, 2019

IFA taxes was created to assist clients in need of tax planning, accounting and tax return preparation expertise. Our desire was to create synergies for our clients by offering investment, tax and accounting services. In addition, IFA Taxes offers its tax and accounting services to individuals and companies across the United States, whether they are IFA clients or not.

A Better Investment Experience: Three Tips

Posted On: Tuesday, August 13, 2019

The road to financial success is paved with lots of twists and turns. Making matters worse, most investors don't seem able to get out of their own way. 

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 not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product or service. IFA Taxes does not provide auditing or attestation services. See https://www.ifataxes.com/about for additional disclosures.

?August 22, 2019

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.

Recent Changes in the Tax Code

Posted On: Tuesday, August 20, 2019

John Dahlin talks about the recent changes in the tax code.

Advisor Alpha: The View from Vanguard

Posted On: Thursday, August 15, 2019

At Index Fund Advisors, we've repeatedly cautioned investors to avoid getting ensnared in the never-ending pursuit of alpha by either picking stocks or hiring an active manager to pick stocks on their behalf. Indeed, we've engaged in a series of studies specifically to apply scientific analysis to quantify any alpha generated by leading active fund families. 

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 not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product or service. IFA Taxes does not provide auditing or attestation services. See https://www.ifataxes.com/about for additional disclosures.

?August 29, 2019

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.

Tax Loss Harvesting

Posted On: Tuesday, August 27, 2019

Index Fund Advisors would like to remind you of our valuable service of Tax Loss Harvesting. An IFA Wealth Advisor can sit down and look at your situation to see if Tax Loss Harvesting is right for you and your situation.

Should You Fear a Yield Curve Inversion?

Posted On: Wednesday, August 21, 2019

It makes perfect sense for investors to expect to be rewarded with juicier income streams for buying funds focused on bonds of longer maturities. After all, the amount of time someone is asked to hold a bond -- i.e., the length of time before it matures -- relates directly to how much risk is involved in owning a corporate or government IOU. 

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 not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product or service. IFA Taxes does not provide auditing or attestation services. See https://www.ifataxes.com/about for additional disclosures.

?September 6, 2019

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.

The Fund Industry is Finally Shrinking

Posted On: Thursday, September 5, 2019

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.

IFA Client Study - Maximizing Your Return Relative to a Benchmark

Posted On: Tuesday, September 3, 2019

In seminal research dating back to 2001, Vanguard has been studying what it refers to as Advisor's Alpha. The index mutual funds pioneer coined such a term to help explain a premium its analysts have discovered for investors who've worked with fiduciary-minded wealth managers in guiding their investment portfolios. 

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.

?September 13, 2019

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.

How Financially Literate are You?

Posted On: Thursday, September 12, 2019

It's well documented that all over the world levels of financial literacy need improving. The good news is by investing a modest amount of time and research in this subject, you can improve your finances substantially.

Jim Cramer 'Evolves' Into Indexing Advocate

Posted On: Tuesday, September 10, 2019

Jim Cramer rose to cable television fame as one of America's biggest cheerleaders for actively trading in global stock markets. Lessons learned from such moves, he told millions of viewers on his CNBC "Mad Money" show, led him to build a career as a broker and hedge fund manager. 

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.

?September 19, 2019

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.

Updated IFA Client Study

Posted On: Wednesday, September 18, 2019

Here at IFA, we take our fiduciary duty very seriously. So, we decided to look at our own clients' portfolios and how much they benefited from our advice. This is a research exercise we've done in the past. We looked at 533 clients who had been with us for 11 years from January 1, 2008 to December 31, 2018.

Solo 401(k) vs. SEP-IRA: Which is Better?

Posted On: Tuesday, September 17, 2019

Tax-friendly 401(k) retirement savings plans are key benefits offered by companies to help workers build nest eggs for their post-employment lives. 

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.

?September 26, 2019

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.

The Psychology of Investor Behavior

Posted On: Wednesday, September 25, 2019

IFA.tv is proud to welcome Scott Bosworth, Vice President of Dimensional Fund Advisors. Are we working against ourselves when we invest? Do our instincts betray our own decision making process?

Nonprofit's Free Workshops Cut Conflicts, Raise Financial Awareness

Posted On: Tuesday, September 24, 2019

In 1993, Peter Kote started a series of seminars designed to help faculty and staff at Long Beach State University become more literate about their finances. 

A Tale of Two Decades: Lessons for Long?Term Investors

Posted On: Monday, September 9, 2019

The first decade of the 21st century, and the second one that's drawing to a close, have reinforced for investors some timeless market lessons: Returns can vary sharply from one period to another.  

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.

?October 4, 2019

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.

Prices are Fair

Posted On: Thursday, October 3, 2019

Dimensional Fund Advisors V.P. Weston Wellington discusses the concept of fair prices driving the market.

The Matrix Book: Brought to You by Dimensional

Posted On: Thursday, October 3, 2019

Mark Hebner sits down with Dimensional's V.P. Weston Wellington to discuss the renowned Matrix books that Dimensional has published since 1982.

A Better Investment Experience: Three Tips

Posted On: Thursday, October 3, 2019

The road to financial success is paved with lots of twists and turns. Making matters worse, most investors don't seem able to get out of their own way, especially during times of heightened market volatility.  

About Us

Index Fund Advisors, Inc. ("IFA") is a Registered Investment Adviser 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.

?October 11, 2019

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.

2019 Q3 Market Review

Posted On: Friday, October 11, 2019

Mark Hebner summarizes the market's performance during the third quarter of 2019 and demonstrates the difficulty in picking the next asset class winner.

A Better Investment Experience: Three Tips

Posted On: Thursday, October 3, 2019

The road to financial success is paved with lots of twists and turns. Making matters worse, most investors don't seem able to get out of their own way, especially during times of heightened market volatility.  

About Us

Index Fund Advisors, Inc. ("IFA") is a Registered Investment Adviser 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.

?October 18, 2019

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.

Understand Uncertainty: Part Two

Posted On: Thursday, October 17, 2019

In Part Two of our Understand Uncertainty series, Mark illustrates the random walk of market returns using the Hebner Model and the Galton Board.

2019 Q3 Market Review

Posted On: Monday, October 14, 2019

The third quarter produced a script worthy of the best tear-jerking romantic novel. The U.S. and China couldn't resolve an ongoing trade tiff, political gridlock in the U.K. about Brexit and sliding manufacturing data in key developed markets contributed to a growing sense of economic malaise around the world. 

About Us

Index Fund Advisors, Inc. ("IFA") is a Registered Investment Adviser 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.

?October 24, 2019

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.

Transparency is Crucial

Posted On: Thursday, October 24, 2019

One of the problems people face when choosing a fund to invest in is a lack of transparency. It should be easy to work out exactly how much you'll pay to invest in a particular fund.

Institutional-Grade Active Managers Don't Do Any Better: SPIVA

Posted On: Tuesday, October 22, 2019

In theory, investing through an established wealth management firm can provide clients with access to institutional-grade mutual funds. These upper-tier share classes are often similar in holdings as their mom-and-pop cousins, but come with higher dollar thresholds in terms of minimum investments -- typically around $1 million or more. 

About Us

Index Fund Advisors, Inc. ("IFA") is a Registered Investment Adviser 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.

?November 1, 2019

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.

Value Judgments: Viewing the Premium's Performance Through History's Lens

Posted On: Tuesday, October 29, 2019

There's a misconception in the markets: value stocks have lost their vigor. Value stocks have underperformed growth stocks over the past decade. In the US, the annualized compound return has been 12.9% for value stocks, or those trading at a low price relative to their book value. That contrasts with 16.3% annualized compound return for growth stocks, or those with a high relative price. 

About Us

Index Fund Advisors, Inc. ("IFA") is a Registered Investment Adviser 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.

?November 8, 2019

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.

Why We Struggle to Think Long-Term

Posted On: Friday, November 8, 2019

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.

About Us

Index Fund Advisors, Inc. ("IFA") is a Registered Investment Adviser 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.

?November 15, 2019

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.

Five 'Easy' End-of-Year Ideas to Polish Your Portfolio

Posted On: Tuesday, November 12, 2019

The holiday season is here. That means it's time to fully prioritize your most important assets — family and friends. Beginning with Thanksgiving and ending sometime after the New Year, many investors focus on enjoying time spent with their loved ones, and conversely, not so much in what is happening with their investment portfolios.

About Us

Index Fund Advisors, Inc. ("IFA") is a Registered Investment Adviser 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.

November 22, 2019

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.

Eaton Vance: A Deeper Look at the Performance

Posted On: Wednesday, November 20, 2019

Last year, we wrote about issues related to a typical active manager who acts like a wolf in sheep's clothing. While portraying themselves as novel stockpickers, in fact too many of these stock jockeys turn out to be little more than closet indexers.

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.

December 6, 2019

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.

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.

?December 13, 2019

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.

Venkat Yarlagadda Interviews Mark Hebner: Part One

Posted On: Thursday, December 12, 2019

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.

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.

?December 20, 2019

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.

Venkat Yarlagadda Interviews Mark Hebner: Part Two

Posted On: Thursday, December 19, 2019

In Part Two of Venkat Yarlagadda's 2nd Annual Interview with Mark Hebner, they talk about the realized returns of investors.

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.

?January 2, 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.

Venkat Yarlagadda Interviews Mark Hebner: Part Three

Posted On: Monday, December 30, 2019

In Part Three of Venkat Yarlagadda's 2nd Annual Interview with Mark Hebner, they talk about advisor risk.

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.

?January 30, 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.

2019 Q4 Market Review

Posted On: Monday, January 27, 2020

Mark Hebner summarizes the market's performance during the fourth quarter of 2019 and demonstrates the difficulty in picking the next asset class winner. He also gives an update of 2019 as well as the entire decade.

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.

?February 7, 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.

Venkat Yarlagadda Interviews Mark Hebner: Full Interview

Posted On: Monday, February 4, 2020

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? Should investors still be invested in international funds with Japan's recent poor performance? Watch Mark answer these questions and more.

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.

?January 17, 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.

Venkat Yarlagadda Interviews Mark Hebner: Part Five

Posted On: Wednesday, January 15, 2020

In Part Five of Venkat Yarlagadda's 2nd Annual Interview with Mark Hebner, they discuss the underperformance of International stocks.

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.

?January 24, 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.

Venkat Yarlagadda Interviews Mark Hebner: Part Six

Posted On: Monday, January 20, 2020

In Part Six of Venkat Yarlagadda's 2nd Annual Interview with Mark Hebner, they talk about the synergy between IFA and IFA Taxes.

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.

?January 10, 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.

Venkat Yarlagadda Interviews Mark Hebner: Part Four

Posted On: Wednesday, January 8, 2020

In Part Four of Venkat Yarlagadda's 2nd Annual Interview with Mark Hebner, they discuss whether or not there is an indexing bubble.