My family and I recently traveled to Columbus, Ohio with my father-law and sister-in-law to help celebrate his seventy-sixth birthday by attending a football game
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
On February 19th, 2020, the S&P 500 index closed at 3,386.15. That marked the highpoint before the COVID-19 pandemic and subsequent global economic collapse drove
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
Since our March 9th note placing current market volatility in context, the market, as measured by the S&P 500, has continued to see major swings
As I sit to write this post, the Dow Jones Industrial Average is down just less than 1,000 points. Concerns around the impact of the
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
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
Ian A. Post, CFA, CFP®
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