Mark Hebner

Retirement, Investing, Lifestage Based Planning
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“Mark's mission is to "change the way the world invests by replacing speculation with an education." He is especially knowledgeable about index funds, passive investing and the research indexes designed by Nobel Laureate Eugene Fama and Kenneth French that provide the building blocks to the prudent investment strategy that he recommends to investors.”
Firm:

Index Fund Advisors

Job Title:

Founder & President

Biography:

Mark Hebner is Founder and President of Index Fund Advisors, Inc. (IFA), author of the popular book, "Index Funds: The 12-Step Recovery Program for Active Investors", and is a respected speaker, news contributor and provider of authoritative information and education on investing.

"Index Funds" has received praise from financial industry and academic luminaries, including John Bogle, David Booth, Burton Malkiel, as well as Nobel Laureates Harry Markowitz and Paul Samuelson. It was nominated as one of the three all-time greatest investment books, along with the writings of John Bogle and Warren Buffett.

IFA avoids the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Contrarily, IFA employs a disciplined, quantitative approach that emphasizes broad diversification and consistent exposure to the structural trends of global publicly-traded markets.

IFA is a true fiduciary financial advisory firm, compelled by law to act in the best interests of clients, always – something the investing public, mistakenly, believes all financial advisors are required to do.  

Mark contends that one can be a passive investor but still apply active intelligence to the process of investing.  He takes an evidence-based academic approach to this process and illustrates it with art and science.   

Mark was a member of the Young Presidents' Organization for 19 years and is currently a member of the World Presidents' Organization and the Chief Executives Organization.

Prior to founding Index Fund Advisors in 1999, Mark was President, CEO and co-Founder of Syncor International (previously a public company - SCOR) from 1975 to 1985. In Jan. 2003, Cardinal Health acquired Syncor for approximately $850 million. As a division of Cardinal Health, it is the largest radiopharmaceutical network in the United States.

Education:

BS Nuclear Pharmacy, University of New Mexico
MBA, University of California at Irvine

Assets Under Management:

$2.6 billion

Fee Structure:

Fee-Only

CRD Number:

4371910

Disclaimer:

Nothing contained in this publication is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.

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    Investing, IRAs
I would like to invest in either an IRA or CD. Any recommendations?
100% of people found this answer helpful

In order to contribute to an IRA, you must have earned income. As a 52 year old, you are allowed to contribute the minimum of $6,500 of total compensation in 2015. Worker’s compensation is not considered earned income (see IRS Publication 525). Depending on your financial goals, we would recommend investing the $125K in a globally diversified portfolio of index funds that match your risk exposure with your risk capacity. You can learn about your risk capacity score by taking a survey like this. From there, we would recommend that you speak to a Wealth Advisor about your financial goals. They will help to give you clarity about your finances.

February 2016
    Financial Planning, Investing
I'm 26, where do I put my money to get the most out of it?
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March 2016
    Career / Compensation, 401(k)
What should I do with my 401k when changing jobs?
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February 2016
    Bonds / Fixed Income, Stocks
What does it mean when an investor moves a bond to equity?
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May 2016
    401(k), IRAs
If I am contributing to a 401k at work, how much can I contribute to a traditional IRA?
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March 2016