Perception and Reality: How different they can be
With the plethora of unwelcome news that generated the 2012 headlines, one might have expected equity markets to have been a bad place to be last year. But as so
January 7, 2013
BloG
EFT Fee War
An interview on the web site indexuniverse.com with author Larry Swedroe, a champion of passive investment strategies, discusses the fee war waging among the major ETF providers. The interview is
December 11, 2012
Why Pay for Passive – Part Two
In Part Two, we return to our friends at Beat the Market Investors (‘BTMI’), the former active money manager of FSIA-client ‘Jack’. It was an associate at BTMI who posed
July 2, 2012
Why Pay for Passive? The Better Question is…Why Pay for Active? – Part One
A new client of Fifth Set Investment Advisors (I’ll call him Jack) was in the process of informing his prior firm (I’ll call them Beat the Market Investments, ‘BTMI’) that
May 25, 2012
A(nother) Lesson for Stock Pickers
There’s much to reflect on following the announcement from J.P. Morgan that it lost $2 billion on a hedging strategy gone bad; “retiring” top executives, Jamie Dimon’s crow eating and
May 14, 2012
Is your mutual fund a box of Corn Flakes?
Among the myriad of conflicts of interest shrouded by the brokerage industry are payments made by mutual fund companies to brokerage firms in exchange for accessing the brokerage firms’ mutual
April 4, 2012
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.