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
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
Professor Fama is credited with developing the Efficient Market Hypothesis, the academic theory which explains why one should expect index funds to outperform actively managed
Our prior blog post, “The Prediction Paradox”, outlined why investing the Wall Street way, by placing bets based on predictions, was a recipe for financial
In the summary description of the book The Signal and the Noise: Why So Many Predictions Fail – But Some Don’t, written by political forecaster,
Many investors continue to believe they can feel secure that their finances are managed by a “brand name” firm such as J.P. Morgan. Underlying this
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
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
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
Ian A. Post, CFA, CFP®
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