Many investors continue to believe they can feel secure that their finances are managed by a “brand name” firm such as J.P. Morgan. Underlying this sense of security is a
With the plethora of unwelcome news that generated the 2012 headlines, one might have expected equity markets to have been a bad place to be last year. But as so
An interview on the web site indexuniverse.com with author Larry Swedroe, a champion of passive investment strategies, discusses the fee war waging among the major ETF providers. The interview is
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 – 2023 Fifth Set Private Wealth Management LLC. All Rights Reserved.