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
Stock market valuations are at historical highs and we are more than nine years into the current bull market. It stands to reason that 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
A recent study conducted by Dimensional Fund Advisors assessed the performance of actively managed mutual funds by comparing fund performance to the performance predicted by
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
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
Ian A. Post, CFA, CFP®
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