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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.
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'The future of investing is here' because Beyond ETFs is investing by you. Beyond ETFs gives you what every investor needs to know - what to buy, and when to sell. We offer an instant scorecard to show how it all shakes out, and how you compare to the Index.
Why the S&P100? The S&P100 stocks are the finest of all US companies. They're name-brand leaders. They're not going away. Some have dividends, some don't. Each of them put billions (sometimes trillions) of dollars of investor's capital to work, every day.
The trouble with ETFs is they hold ALL the stocks in their category. So, the S&P100 ETF, (OEF), holds the rising stocks in the S&P100, and at the same time, they hold the sinking stocks in the S&P100.
Our subscribers are able to beat the ETF by investing in the risers and avoiding the sinkers. That's a proven and winning way to invest. Simple. Effective.
Research has shown that companies whose stock prices have increased over the past 6-12 months are likely to continue to increase over the next 6-12 months, while those stock prices that have been declining over the past 6-12 months are likely to continue to decline over the next 6-12 months. That's PRICE MOMENTUM.
In Beyond ETFs, we use PRICE MOMENTUM to rank order each of the stock in the Index. We automatically apply the Brockmann Method to place each stock in the BUY* ZONE, the DON'T BUY MORE ZONE and below the SELL* THRESHOLD, into the AVOID ZONE.
Every day, the Zone Changes report comes to the iPhone and iPad Beyond ETF app and signals to subscribers what stock to buy (has high price momentum) and that it's time to sell what other stock you own that have fallen into the Avoid Zone. It's not so much that a stock that enters the Avoid Zone (pass the Sell Threshold) is a sinker, it's just that there are at least 25 other, better opportunities to invest, each with higher Price Momentum. Don't worry. We'll send one (or more) push notifications to let you know that it's time to sell. All purchases or sales of stocks are in other apps.
Subscribers use Beyond ETFs to craft their own, personally-managed and personally-controlled, Self-Directed Fund, composed of the rising stocks in the S&P100 ETF. That's what you'd be subscribing to - a simple way to cut through the clutter of investing confusion, so you can win more often. You will use your broker's app to actually execute the trades, but we do the hard work.
Beyond ETFs Pro gives you a digital twin of each of your stock purchase transactions, so the Scorecard can calculate your portfolio versus the Index. Beyond ETFs Basic subscribers can specify their portfolio by tapping the stock they own. We will still let them know in the app and via push notifications that it is indeed time to remove one or more stock.
ABOUT APPLE AUTO RENEW SUBSCRIPTIONS:
Beyond ETFs enables these auto renewable subscription services:
• Basic - Monthly (Simplest)
• Basic - Annual (Good Value)
• Pro - Monthly (Feature Rich)
• Pro - Annual (Best Deal)
Subscribers gain access to exclusive content: daily updates to the BUY* zone, insights from daily Zone Changes, details of the SELL* Threshold, personalized Scorecard (available only for Pro subscribers). All subscribers get 7-day FREE trial.
Subscriptions automatically renew unless 'auto-renew' is turned off in Settings > you > Manage Subscriptions at least 24-hours before the end of the current subscription period. The payment method of your Apple account will be charged the renewal fee 24 hours prior to the end of the period at the price and frequency that you select. Confirming the subscription will initiate the payment.
Disclaimer: Brockmann & Company are not a registered broker-dealer or investment adviser; consult your own investment adviser for any financial advice. Peter and Wilfred Brockmann may own some or all of the stocks discussed. There are always risks associated with owning stock including loss of capital and high, low or no returns.
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Index Fund Advisors VS.
Beyond ETFs - investing by you
December 15, 2024