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 recent opinion piece in the Wall Street Journal written by the Vanguard founder offers his views on the future of investing with a focus
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,
A recent Wall Street Journal article, “New Fund Stars Ride Junk Bonds to the Top”, profiles several bond funds which have drawn in large sums
In a recent white paper, “Vanguard – Quantifying Advisor Alpha“, mutual fund company Vanguard attempts to quantify the added value of the “passive” investment advisor.
Quick read on CNNMoney on the history of Dimensional Fund Advisors (DFA) and the firm’s investment philosophy…
Ian A. Post, CFA, CFP®
600 Mamaroneck Avenue, Suite 400
Harrison, NY 10528
Phone: 646-783-9717 | Fax: 646-572-8737
© 2010 – 2024 Fifth Set Private Wealth Management LLC. All Rights Reserved.