A recent Wall Street Journal article, “New Fund Stars Ride Junk Bonds to the Top”, profiles several bond funds which have drawn in large sums of investor assets since the
In a recent white paper, “Vanguard – Quantifying Advisor Alpha“, mutual fund company Vanguard attempts to quantify the added value of the “passive” investment advisor. They estimate the value at
In a recent Institutional Investor article, authors Clifford Asness and John Liew, offer an interesting and entertaining look at the evidence for and against market efficiency. Their article takes turns
Is it a coincidence that seemingly every prospective client’s taxable account currently managed by a brokerage firm includes the same two security types; expensive actively-managed equity mutual funds and individual
Quick read on CNNMoney on the history of Dimensional Fund Advisors (DFA) and the firm’s investment philosophy…
Much has been made recently of the weak performance of Emerging Market (EM) equities both on an absolute and a relative basis. As we can see in the following chart,
Ian A. Post, CFA, CFP®
600 Mamaroneck Avenue, Suite 400
Harrison, NY 10528
Phone: 646-783-9717 | Fax: 646-572-8737
© 2010 – 2024 Fifth Set Private Wealth Management LLC. All Rights Reserved.