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 the original premise of index
A well-written recent New York Times article seeks to elucidate the causes of investor (mis)behavior through recent research into behavioral finance. In the article, the author, Gary Belsky, details five
In Part Two, we return to our friends at Beat the Market Investors (‘BTMI’), the former active money manager of FSIA-client ‘Jack’. It was an associate at BTMI who posed
A new client of Fifth Set Investment Advisors (I’ll call him Jack) was in the process of informing his prior firm (I’ll call them Beat the Market Investments, ‘BTMI’) that
There’s much to reflect on following the announcement from J.P. Morgan that it lost $2 billion on a hedging strategy gone bad; “retiring” top executives, Jamie Dimon’s crow eating and
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.