Index Fund Advisors
Wealth Management • Taxes
無料
6.6for iPhone, iPad and more
Age Rating
Index Fund Advisors スクリーンショット
About Index Fund Advisors
The IFA app, from Index Fund Advisors, is an educational resource for investors. Index Fund Advisors provides personalized fiduciary wealth services to help clients achieve their long-term financial goals.
The IFA app makes it easy to:
• Connect with IFA's Wealth Advisors via phone, email or Facetime for personalized advice based on your financial goals
• Read and share evidence-based investing articles
• Watch investment education interviews with Nobel Laureates, the documentary film “Index Funds: The 12-Step Recovery Program for Active Investors”, videos explaining the investing strategies of IFA, and IFA quarterly reviews
• Take our Risk Capacity Survey to determine which IFA Index Portfolio captures the right mix of stocks & bonds that is best suited to you, so you can maximize the expected returns for the risk you take
• Explore our extensive collection of charts including risk vs return comparisons, distributions of monthly returns, historical annual returns, and many more.
Learn about an evidence-based approach to investing utilizing index funds that is disciplined and emphasizes diversification, low cost, low taxes, and consistent exposure to the dimensions of returns of publicly traded securities around the world. This educational material helps investors avoid the futile, speculative, and unnecessary cost-generating and return-reducing activities such as stock, time, manager, and style picking – so you can invest and relax.
The IFA App now includes the Galton Board App Edition!
Index Fund Advisors has a fiduciary duty to its clients. This means we are legally obligated to put our client’s interests ahead of our own — even when it goes against our own interests. We offer our clients a wide array of wealth management services including fiduciary based advice, financial planning, selection & monitoring of investments, asset allocation & location strategies, rebalancing and tax loss harvesting. Through our tax’s division, we provide collaborative tax advice, tax planning, accounting, bookkeeping and tax return services to individuals and businesses across the United States. IFA also helps clients establish and evaluate relationships with corporate or administrative trustees, estate planning attorneys and independent insurance advisors.
The IFA app makes it easy to:
• Connect with IFA's Wealth Advisors via phone, email or Facetime for personalized advice based on your financial goals
• Read and share evidence-based investing articles
• Watch investment education interviews with Nobel Laureates, the documentary film “Index Funds: The 12-Step Recovery Program for Active Investors”, videos explaining the investing strategies of IFA, and IFA quarterly reviews
• Take our Risk Capacity Survey to determine which IFA Index Portfolio captures the right mix of stocks & bonds that is best suited to you, so you can maximize the expected returns for the risk you take
• Explore our extensive collection of charts including risk vs return comparisons, distributions of monthly returns, historical annual returns, and many more.
Learn about an evidence-based approach to investing utilizing index funds that is disciplined and emphasizes diversification, low cost, low taxes, and consistent exposure to the dimensions of returns of publicly traded securities around the world. This educational material helps investors avoid the futile, speculative, and unnecessary cost-generating and return-reducing activities such as stock, time, manager, and style picking – so you can invest and relax.
The IFA App now includes the Galton Board App Edition!
Index Fund Advisors has a fiduciary duty to its clients. This means we are legally obligated to put our client’s interests ahead of our own — even when it goes against our own interests. We offer our clients a wide array of wealth management services including fiduciary based advice, financial planning, selection & monitoring of investments, asset allocation & location strategies, rebalancing and tax loss harvesting. Through our tax’s division, we provide collaborative tax advice, tax planning, accounting, bookkeeping and tax return services to individuals and businesses across the United States. IFA also helps clients establish and evaluate relationships with corporate or administrative trustees, estate planning attorneys and independent insurance advisors.
Show More
最新バージョン 6.6 の更新情報
Last updated on 2024年03月27日
旧バージョン
* Additional visuals added to the Galton Board - side scales
* Other backend performance improvements
* Other backend performance improvements
Show More
Version History
6.6
2024年03月27日
* Additional visuals added to the Galton Board - side scales
* Other backend performance improvements
* Other backend performance improvements
6.5
2024年03月08日
* The movie Tune Out The Noise was added to Films & Interviews
* Petition added to encourage global financial media companies to report total return index values
* Petition added to encourage global financial media companies to report total return index values
6.4
2024年02月14日
* Fixed a bug with Facetime
6.3
2024年02月09日
* The consent page for new users was streamlined
* Updated holiday card
* Updated holiday card
6.2
2023年12月16日
* We updated the Galton Board: our historical beads now include a 24 month option
* Additional minor updates
* Additional minor updates
6.1
2023年12月12日
* Updated the Index Fund Book links
* Minor bug fix in the Galton Board
* Minor bug fix in the Galton Board
6.0
2023年12月06日
* Galton Board App Edition update - Users can now drop "Historical Month" beads. Historical beads fall through the Galton Board along a path that closely resembles the cumulative historical return for the portfolio and month selected.
5.24
2023年11月08日
* We updated the link for the Index Funds Book
5.23
2023年11月04日
* Added pages for the IFA Taxes Team
* Minor bug fixes
* Minor bug fixes
5.22
2023年10月21日
* We updated links to the new version of the Index Funds book and Galton Boards.
5.21
2023年09月16日
* We made additional updates to the Advisor pages
* We fixed a bug that affected some calculators
* We fixed a bug that affected some calculators
5.20
2023年09月02日
* We added each advisor's team to their page
* We updated our login links
* We updated our login links
5.19
2023年08月29日
* We added information pop-ups to the Galton Board App Edition (free in the IFA App), so users can learn more about the mathematical concepts behind it.
5.18
2023年07月29日
* Added a link to Right Capital on the All Logins page
* Galton Board update: added lock option to Single Gold Bead Mode
* Galton Board update: added lock option to Single Gold Bead Mode
5.17
2023年07月25日
* Updated Client Service Specialists page
* Updated Galton Board
* Updated Galton Board
5.16
2023年06月28日
* Privacy Policy updated
5.15
2023年06月14日
* IFA Taxes menu added
* Fixed a navigation issue on some pages
* Fixed a video and layout issue on iPad
* Fixed a navigation issue on some pages
* Fixed a video and layout issue on iPad
5.14
2023年06月01日
* Updated T-Statistic Calculator
5.13
2023年05月30日
* Fixed an issue with the Galton Board App Edition on iPad
5.12
2023年05月10日
* Galton Board App Edition updates
5.11
2023年04月11日
* New Galton Board Mobile Edition theme added
* Minor bug fixes for the Galton Board Mobile Edition
* Minor bug fixes for the Galton Board Mobile Edition
5.10
2023年04月04日
* Sound added to the Galton Board Mobile Edition
* Some animation added to the Galton Board Mobile Edition
* Some animation added to the Galton Board Mobile Edition
5.9
2023年03月25日
* Updates to the Galton Board Mobile Edition, now included in the IFA App
5.7
2023年02月22日
* Galton Board performance updates
* Minor fixes for a better user experience
* Minor fixes for a better user experience
5.6
2023年02月14日
* Now includes the Galton Board Mobile Edition!
Index Fund Advisors FAQ
ここをクリック!地理的に制限されているアプリのダウンロード方法をご参考ください。
次のリストをチェックして、Index Fund Advisorsの最低システム要件をご確認ください。
iPhone
iOS 13.0以降が必要です。
iPad
iPadOS 13.0以降が必要です。
iPod touch
iOS 13.0以降が必要です。
Index Fund Advisorsは次の言語がサポートされています。 英語