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 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
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
No, the title doesn’t have a typo. The results of a recent S&P Dow Jones Indices study profiled in a New York Times article found
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
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
Ian A. Post, CFA, CFP®
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