The “Problem” with Emerging Market Equities
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,
February 6, 2014
BloG
The “Back Door” Roth IRA Strategy
The “Back Door” Roth Strategy Until 2010, high income investors could not contribute to Roth IRAs or convert Traditional IRAs to Roth IRAs. The Tax Increase Prevention and Reconciliation Act
January 27, 2014
John Bogle Shines Light on Actively Managed Mutual Fund Expenses
A new look at the costs of actively managed mutual funds is the subject of an article written by John Bogle, the founder of the Vanguard Group, in the forthcoming
January 13, 2014
Prediction Season
Following the end of year holiday season is a somewhat less celebrated but equally anticipated season. No, I don’t mean award season. I’m talking about prediction season. Prediction season is
January 8, 2014
A Triumph of Hope over Reason
In a recent New York Times article, Robert Olstein, the portfolio manager of the actively-managed Olstein All Cap Value fund, offers his take on how investing with index funds is
December 12, 2013
October 23, 2013
Wealth Wisdom delivered straight to your inbox
Categories
- 401k
- Active Management
- Active vs Passive
- Appreciated Securities
- Asset Allocation
- Blog
- Bonds
- Brokers vs. Advisors
- Conflicts of Interest
- Disability insurance
- Diversification
- Economics
- Efficient Market Hypothesis
- ETF
- Evidence-Based Investing
- Fiduciary
- Fifth Set
- Financial services
- Fixed Income
- Hedge Fund
- Illiquid Investments
- Index
- Index Investing
- Inflation
- Interest Rates
- Investor Behavior
- Life insurance
- Long-term investing
- Market Timing
- Market Timing
- Passive
- Portfolio Management
- Random Walk
- retirement income
- Risk Premium
- Roth Conversion
- Roth IRA
- Taxes
- Traditional IRA
Ian A. Post, CFA, CFP®
600 Mamaroneck Avenue, Suite 400
Harrison, NY 10528
Phone: 646-783-9717 | Fax: 646-572-8737
© 2010 – 2025 Fifth Set Private Wealth Management LLC. All Rights Reserved.