Index Fund Educator Services

The Index Fund Educator (IFE) provides educational and motivational services in fulfillment of its core mission: to help investors to throw off the yoke of unjustified mutual fund Costs and discover the benefits of Index Fund Investing.

Services subject to specific limitations (see Legal Notice).

Please click on one of the specific categories of service from the following Services List for details about the types of services in that category:

Services List:

»»» Phone Consultation Services (for Individuals)

1. Could You Explain About....
2. Index Fund Basics: A Structured Review
3. Asset Allocation Planning: A Guided Tour

»»» Group Talk: Web Conferencing, Event Speaking...
      (For Organizations, Businesses, Institutions, Etc.)


 

 

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Legal Notice

Services provided by the Index Fund Educator (IFE) are educational and motivational only. Such services specifically do not include the provision of personal investment advice. Such Investment Advisory Services are available through an affiliate of the Index Fund Educator.

Services offered by the IFE are provided subject to specific disclaimers and limitations. Please review Disclaimer/Terms of Service before requesting any service of the Index Fund Educator.

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Phone Consultation Services


Could You Explain About....

Phone consultation to clarify particular concepts or ideas about index fund investing; Click here for more information.

To Services List  

Index Fund Basics: A Structured Review of Key Concepts

Structured Phone Discussion: Index fund definitions and types; a “costs” analysis of Index Funds versus managed funds; review of the historical performance evidence, discussion on the trouble with “track record” and other performance distortions, and discussion on the exquisite utility of Index Funds in a proper asset allocation process. Click here for more information.

To Services List 

Asset Allocation Planning: A Guided Tour

Structured Phone Discussion: A basic “tour” of a sample asset allocation plan; particular emphasis on asset class definition, the importance of “low-correlated asset class blending” in portfolio construction, the volatitility dampening impact of time, and primary assumptions/limitations of portfolio modeling. Click here for more information.

To Services List 

Group Talk: Web Conferencing, Event Speaking & More
(For Organizations, Businesses, Institutions, Etc.)

Have a group that would like to hear about the Index Fund Revolution and key concepts of Index Fund Investing? Click here to learn more about the presentation formats available to your group.