Index Fund Advisors - Podcast

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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. More information is available in Mark Hebner's book, Index Funds, on sale at Amazon.com.

Index Fund Advisors, Inc


    • Apr 28, 2020 LATEST EPISODE
    • infrequent NEW EPISODES
    • 7m AVG DURATION
    • 118 EPISODES


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    Latest episodes from Index Fund Advisors - Podcast

    Q1 2020 Market Review

    Play Episode Listen Later Apr 28, 2020 25:07


    Mark Hebner summarizes the market's performance during the first quarter of 2020 and demonstrates the difficulty in picking the next asset class winner.

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    The Importance of Rebalancing

    Play Episode Listen Later Apr 2, 2020 6:55


    With the recent market volatility, Mark Hebner explains the importance of rebalancing your portfolio.

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    Epidemics and Stock Market Returns

    Play Episode Listen Later Feb 28, 2020 12:55


    Over the last 40 years there have been several instances where stock markets have been impacted by major epidemics or outbreaks. i

    epidemics stock market ifa passive investing index funds mark hebner index fund advisors
    How to Be More Disciplined in Saving

    Play Episode Listen Later Feb 14, 2020 3:17


    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.

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    Venkat Yarlagadda Interviews Mark Hebner: Full Interview

    Play Episode Listen Later Feb 4, 2020 32:25


    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?

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    2019 Q4 Market Review

    Play Episode Listen Later Jan 27, 2020 16:34


    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

    Play Episode Listen Later Jan 20, 2020 3:29


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

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    Venkat Yarlagadda Interviews Mark Hebner: Part Five

    Play Episode Listen Later Jan 15, 2020 3:50


    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

    Play Episode Listen Later Jan 8, 2020 4:52


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

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    Venkat Yarlagadda Interviews Mark Hebner: Part Three

    Play Episode Listen Later Dec 30, 2019 6:26


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

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    Venkat Yarlagadda Interviews Mark Hebner: Part Two

    Play Episode Listen Later Dec 19, 2019 7:12


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

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    Venkat Yarlagadda Interviews Mark Hebner: Part One

    Play Episode Listen Later Dec 12, 2019 7:12


    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

    Play Episode Listen Later Nov 8, 2019 3:51


    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

    Play Episode Listen Later Oct 27, 2019 7:43


    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

    Play Episode Listen Later Oct 23, 2019 2:58


    One of the problems people face when choosing a fund to invest in is a lack of transparency.

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    2019 Q3 Market Review

    Play Episode Listen Later Oct 11, 2019 9:09


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

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    Prices are Fair

    Play Episode Listen Later Oct 3, 2019 18:46


    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.

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    The Matrix Book: Brought to You by Dimensional

    Play Episode Listen Later Oct 3, 2019 11:10


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

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    The Psychology of Investor Behavior: Part Two

    Play Episode Listen Later Sep 25, 2019 17:36


    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

    Play Episode Listen Later Sep 25, 2019 16:01


    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

    Play Episode Listen Later Sep 18, 2019 2:37


    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

    Play Episode Listen Later Sep 5, 2019 3:15


    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

    Play Episode Listen Later Aug 27, 2019 1:58


    Index Fund Advisors would like to remind you of our valuable service of Tax Loss Harvesting.

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    Recent Changes in the Tax Code

    Play Episode Listen Later Aug 21, 2019 2:39


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

    Introducing IFA Taxes

    Play Episode Listen Later Aug 14, 2019 2:15


    IFA taxes was created to assist clients in need of tax planning, accounting and tax return preparation expertise.

    Lessons from the Global Financial Crisis

    Play Episode Listen Later Aug 7, 2019 3:57


    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

    Play Episode Listen Later Jul 30, 2019 13:43


    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

    Play Episode Listen Later Jul 25, 2019 9:37


    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?

    Play Episode Listen Later Jul 17, 2019 2:45


    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

    Play Episode Listen Later Jul 11, 2019 4:00


    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

    Play Episode Listen Later Jul 3, 2019 2:55


    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

    Play Episode Listen Later Jun 28, 2019 3:03


    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

    Play Episode Listen Later Jun 21, 2019 3:11


    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

    Play Episode Listen Later Jun 13, 2019 1:35


    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

    Play Episode Listen Later Jun 7, 2019 2:27


    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

    Play Episode Listen Later May 31, 2019 7:17


    Mark Hebner explains market volatility using the Hebner model.

    The Wisdom of Charlie Munger - Show 313

    Play Episode Listen Later May 21, 2019 2:04


    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

    Play Episode Listen Later May 7, 2019 2:31


    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

    Play Episode Listen Later Apr 25, 2019 3:35


    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

    Play Episode Listen Later Apr 16, 2019 7:28


    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

    Play Episode Listen Later Apr 11, 2019 3:21


    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

    Play Episode Listen Later Apr 4, 2019 2:41


    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

    Play Episode Listen Later Mar 29, 2019 3:25


    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

    Play Episode Listen Later Mar 20, 2019 1:36


    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

    Play Episode Listen Later Mar 13, 2019 2:58


    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

    Play Episode Listen Later Mar 8, 2019 9:03


    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

    Play Episode Listen Later Feb 28, 2019 8:54


    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

    Play Episode Listen Later Feb 22, 2019 8:12


    In Part Three of Venkat's interview with Mark Hebner, they discuss the Behavior Gap.

    IFA.tv - Mark Hebner Interview: Part Two - Show 301

    Play Episode Listen Later Feb 1, 2019 11:30


    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

    Play Episode Listen Later Jan 23, 2019 19:35


    Mark Hebner summarizes the market's performance during the fourth quarter of 2018 and demonstrates the difficulty in picking the next asset class winner.

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    IFA.tv - Remembering John Bogle - Show 299

    Play Episode Listen Later Jan 17, 2019 3:36


    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.

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