A recent WSJ article, “Taking a Random Path to Stock Riches”, touched on a number of key Fifth Set PWM investment principles around stock picking.
Much of Fifth Set’s investment philosophy is drawn from the academic research findings of University of Chicago Professor Eugene Fama. A 2013 Nobel laureate in
How we, as investors, define “the market” can obscure actual investment experiences. To illustrate, look at the following four measures of 2020 year-to-date returns through
From February 20th, 2020 through March 23rd, 2020, the S&P 500 plummeted 34%. Concerns about the human and economic impact of the Coronavirus drove stock
One of the benefits derived from the evidence-based investment approach is the systematic avoidance of underperforming investment strategies. Media narratives and marketing drive many of
Read Ian’s comments in a recent U.S. News & World Report article that looks at what we can learn from the way Millennials invest… Millennials
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
Ian A. Post, CFA, CFP®
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