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What To Do With a Concentrated Stock Position

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by Derick Kann
Wednesday, March 22, 2017

Many investors receive company stock or stock options from their employer as part of their overall compensation. What may seem like a small part of their overall portfolio, company stock can become a much larger part of an investor’s overall assets as time goes on, ...Read More

Archive

  • Going Global: A Look at Public Company Listings

    441
    by Dimensional Fund Advisors — Tuesday, March 14, 2017

    Trivia time: how many stocks make up the Wilshire 5000 Total Market Index (a widely used benchmark for the US equity market)? While the logical guess might be 5,000, as of December 31, 2016, the index actually ...Read More

  • The Random Walker, Visualizing How Markets Work

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    by Tom Allen and Mark Hebner — Wednesday, March 8, 2017

    Since the firm’s founding in 1999, investor education has been one of the cornerstones of our business model. Understanding the link between investment knowledge and risk capacity, our commitment to ...Read More

  • Investment Shock Absorbers

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    by Jim Parker, Dimensional Fund Advisors — Monday, February 27, 2017

    Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace position. Owning an undiversified portfolio can ...Read More

  • 2017 Contribution Limits

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    by Tom Allen and Mark Hebner — Thursday, February 23, 2017

    The beginning of the year is a great time to remind investors of the contribution limits for various savings vehicles in order for them to maximize their tax-preferential savings and avoiding, what can be, ...Read More

  • Tax Preparation Documents from Your Custodians

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    by Index Funds Advisors — Thursday, February 9, 2017

    As we start approaching April 18th, we wanted to keep our clients informed of when their 1099 Composites will be available online at Fidelity, TD Ameritrade, and Charles Schwab. The chart below details when ...Read More

  • Rule or No Rule: You Should Insist on a Fiduciary

    1,173
    by Mary Brunson and Mark Hebner — Tuesday, February 7, 2017

    The fiduciary rule issued last year by the Department of Labor (DOL) and backed by the previous administration is now under review at the request of the new administration and implementation may be delayed. ...Read More

  • IFA By the Numbers - 2017

    1,043
    by Mark Hebner — Tuesday, January 31, 2017

    As we begin 2017, it has become a tradition that we reflect on the prior year by collecting our IFA statistics (or, what has grown to be known as IFA By the Numbers) on the abundance and wealth of information ...Read More

  • The 4th Quarter and Annual Review of 2016

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    by Mark Hebner — Wednesday, January 25, 2017

    There were a lot of great themes we could take out of 2016. Ideas like diversification and patience when targeting risk premiums all presented themselves this year. First, it is important to remind investors ...Read More

  • Managing Investor Expectations

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    by Mark Hebner — Wednesday, January 18, 2017

    Expectations can be a double edged sword. On one side, expectations represent what is most likely to take place, which can have practical value when talking about planning for the future. On the other hand, it ...Read More

  • A Look Back at 2016

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    by Weston Wellington — Monday, January 16, 2017

    Every year brings its share of surprises. But how many of us could have imagined that 2016 would see the Chicago Cubs win the World Series, Bob Dylan receive the Nobel Prize in Literature, Donald Trump elected ...Read More

  • Saving for College: Is the 529 Plan Optimal?

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    by Tom Allen and Mark Hebner — Friday, January 13, 2017

    Over the holiday weekend, I was having a discussion with a family member about saving for college given the recent birth of their daughter. This particular family member was looking into a 529 plan, but was ...Read More

  • Why Discipline is So Important for Investors

    1,235
    by Tom Allen and Mark Hebner — Tuesday, January 10, 2017

    As we come to the end of the year it is important to reflect on some of the lessons learned from 2016. One of the biggest that comes to mind is the importance of discipline when it comes to investing, ...Read More

  • The Value IFA Brings to Your Personal Finances

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    by Index Funds Advisors — Tuesday, January 10, 2017

    As an investor it is important to understand the value your advisor provides for the fee they are charging you. While many traditional financial firms believe the majority of their value comes in the form of ...Read More

  • Alliance Bernstein: A Closer Look at the Performance

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    by Tom Allen and Mark Hebner — Thursday, January 5, 2017

    New York based money manager, Alliance Bernstein, has built a reputation of being one of the leading investment experts. They currently manage $490 Billion in assets, have 47 locations across 21 different ...Read More

  • Hedge Funds and Fraud: Way to Break the Stereotype

    1,144
    by Tom Allen and Mark Hebner — Thursday, December 29, 2016

    Hedge funds have received a pretty bad wrap since the last financial crisis. Some of the big stories that involved illegal behavior on behalf of hedge funds include Dreier LLP, Weavering Capital, Capitol ...Read More

  • Retirement Funds: The "Off Limits" Money

    1,252
    by Tom Allen and Mark Hebner — Wednesday, December 28, 2016

    Saving for retirement, let alone saving enough for a retirement, is a difficult endeavor for most investors. With the majority of baby boomers being underfunded for retirement, the overall conclusion that ...Read More

  • Putnam Investments: A Deeper Look at the Performance

    1,518
    by Tom Allen and Mark Hebner — Thursday, December 8, 2016

    Boston based money manager, Putnam Investments, has fallen on some hard times. As reported in the Boston Globe article, on Tuesday the company announced that it is going to cut 115 jobs or about 8% of its ...Read More

  • Targeting Premiums & Diversification

    1,321
    by Tom Allen and Mark Hebner — Tuesday, November 29, 2016

    Diversification provides many benefits for investors. Not only can we increase expected returns for a given level of risk, but we can also increase the reliability of capturing premiums or ...Read More

  • 2016 Year-End Fund Distributions & Portfolio Management

    4,973
    by Tom Allen and Mark Hebner — Monday, November 21, 2016

    At Index Fund Advisors, it is standard operating procedure for us to tailor how we manage client portfolios at year-end in anticipation of dividend and capital gains distributions from the mutual funds that we ...Read More

  • The Gurudex: How Accurate are the "Experts?"

    1,429
    by Tom Allen and Mark Hebner — Friday, November 18, 2016

    It may come as no surprise to anyone who follows us, but just in case you forgot, we don’t think too highly of active management. It is nothing personal, of course. The fact of the matter is that the ...Read More

  • The Power of Markets

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    by Dimensional Fund Advisors — Tuesday, November 1, 2016

    In 1958, economist Leonard Read published an essay entitled “I, Pencil: My Family Tree as Told to Leonard E. Read.” The essay, narrated from the point of view of a pencil, describes the ...Read More

  • IFA By the Numbers - 2016

    5,535
    by Mark Hebner — Monday, October 31, 2016

    It has become a tradition that we reflect on the prior year by collecting our IFA statistics (or, what has grown to be known as IFA By the Numbers) on the abundance and wealth of information we provide in ...Read More

  • Your Wealth Advisor: The Educator and the Coach

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    by Mark Hebner — Monday, October 24, 2016

    “Everything Should Be Made as Simple as Possible, But Not Simpler” – Albert Einstein The role of a Wealth Advisor is constantly evolving. Most of our parents remember the days where the ...Read More

  • The 3rd Quarter of 2016 in Review [VIDEO]

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    by Tom Allen and Mark Hebner — Friday, October 21, 2016

    The 3rd Quarter of 2016 was a great example of the disconnect between markets and economies that many often believe are closely tied together. While economic indicators are extremely important in terms of the ...Read More

  • Timing Premiums: Why It Is Not A Good Idea

    2,089
    by Tom Allen and Mark Hebner — Friday, October 14, 2016

    Many investors have caught on to the idea of the different dimensions of expected return or “premiums” such as the market, size, relative price (value), profitability, and capital investment ...Read More

  • Presidential Elections and the Stock Market

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    by Dimensional Fund Advisors — Monday, October 3, 2016

    Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and ...Read More

  • The Importance of Hiring a Fiduciary

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    by Tom Allen and Mark Hebner — Wednesday, September 21, 2016

    Index Fund Advisors embraces the responsibility of putting our clients’ best interest first and foremost.  Being beholden to the fiduciary standard of care is not something we see as a barrier, but ...Read More

  • Capturing the Value Premium: Is More Necessarily Better?

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    by Tom Allen and Mark Hebner — Wednesday, September 14, 2016

    Research over the last 4 decades has revealed a robust and persistent value premium – value stocks have outperformed growth stocks over many time periods and markets worldwide. In its most simplest form, ...Read More

  • Dreyfus Funds: A Closer Look at the Performance

    2,674
    by Tom Allen and Mark Hebner — Thursday, September 8, 2016

    Jack Dreyfus, also known as “The Lion of Wall Street,” founded Dreyfus Funds in New York City in 1951. A 1964 Life Magazine article attributes Dreyfus as revolutionizing the advertising of mutual ...Read More

  • The Law of Large Numbers: Bill Miller's Fall From Grace

    3,665
    by Tom Allen and Mark Hebner — Friday, September 2, 2016

    Bill Miller is widely considered one of the most successful investors of all time. At the helm of the Legg Mason Value Trust Fund (LMVTX) for over three decades, he earned the title of legendary by beating the ...Read More

  • Luck vs. Skill: An Update!

    3,445
    by Tom Allen and Mark Hebner — Thursday, August 25, 2016

    The active fund industry is a marketing machine; ready to pitch short term outperformance as an indication of manager skill. Investors subsequently make a large allocation to these “winners” and ...Read More