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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    Retirement, Retirement Plans
How conservative should my portfolio be as I approach retirement?

Generally speaking, you shouldn’t be looking to take excessive risk given your short time horizon. A general rule of thumb is to have 120-YOUR AGE in stocks with the remainder in bonds, so you would want an asset allocation consisting of 54% stocks and 56% in bonds.

I would highly recommend that you reach out to an independent fiduciary wealth advisor to assist you in a) determining your individual risk capacity score and b) your retirement readiness based off of that risk capacity score. Your risk capacity score is a more personalized way of determining your proper asset allocation based off of your time horizon and liquidity, net worth, income and savings rate, attitude towards risk, and your overall investment knowledge. 

September 2017
    Retirement, Retirement Savings
What is the right amount to save when aiming for a certain retirement goal?
September 2017
    Retirement, 401(k), Retirement Plans
When should I retire?
100% of people found this answer helpful
September 2017
    Estate Planning, IRAs, Retirement Plans
What rules should I be aware of when inheriting a previously inherited Traditional IRA?
August 2017
    Investing, Bonds / Fixed Income, International / Global
Are bond funds a good investment choice for the risk averse?
August 2017