From January 2014 through August 2018, the S&P 500 Index, driven by the strength in large growth stocks, particularly large technology stocks, has bested the
On the 40th anniversary[1] of the launch of the First Index Investment Trust (now the Vanguard 500 Index Fund), it is interesting to note how
A recent New York Times article titled “How Much of Your Nest Egg to Put Into Stocks? All of It” makes an unusual argument that
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
A recent WSJ article explains why bear markets can occur at any time. The article emphasizes a common point made by FSIA with its clients,
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
Last week, CalPERS, the California Public Employees’ Retirement System, which manages approximately $300 billion on behalf of 1.6 million public school and other local and
A new study from Dimensional Fund Advisors reviewing the mutual fund industry highlights the low probability game investors and their advisors play when they attempt
“The narrative fallacy addresses our limited ability to look at sequences of facts without weaving an explanation into them, or, equivalently, forcing a logical link,
Ian A. Post, CFA, CFP®
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