“Diversify your portfolio!” implored the well-meaning investment advisor. Over the years, you have likely heard this phrase many times and from many sources, including me.
A decline in stock prices during a bout of market volatility often elicits the comment that “this is a buying opportunity because markets always bounce
In a follow up to an S&P Dow Jones Indices Study from the summer 2014 “Does Past Performance Matter? The Persistence Scorecard”, a New York
Investors (all of us) are hard-wired to make poor investment decisions. Among other biases, we become over-confident when markets rise and assume the worst will
Diversifying a portfolio through the global allocation of various asset classes increases expected return and reduces portfolio volatility over time. Both worthwhile goals. But like
Responding to an email, I came up with this and thought it was worth sharing… The fundamental problem with bond guys is they are programmed
In a recent white paper, “Vanguard – Quantifying Advisor Alpha“, mutual fund company Vanguard attempts to quantify the added value of the “passive” investment advisor.
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
A recent New York Times article, written by Harvard economist Gregory Mankiw, offers a great synthesis of the investment principles upon which FSIA manages client
Ian A. Post, CFA, CFP®
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