Act Two The Setting Following his interview of a hedge-fund manager to see if he should manage his retirement assets, the Investor turns his search
S&P Dow Jones Indices released their latest SPIVA (S&P Index vs Active) scorecard for the period ending December 2018. If you’re a fan of active
Act One The Setting Guru appears on CNBC to explain what will happen with interest rates, Brexit, and the economy over the next two years.
Investment fads do not lead to investment success. Discipline to a long-term investment strategy is the key. This post from Dimensional Fund Advisors offers a
With the 2018 midterm elections tomorrow, I noted a similar conceptual approach between a political forecast website I follow called FiveThirtyEight (www.fivethirtyeight.com) and the evidence-based
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
Buy low, sell high…maybe the most obvious axiom in investing. It seems so obvious, yet in practice, most investors have difficulty buying the worst-performing assets
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
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
Ian A. Post, CFA, CFP®
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