Five Last Minute Year-End Tax Tips for 2019
With the holiday season approaching and the end of 2019 right around the corner, we would like to highlight five last minute tax tips. You have until the end of
November 25, 2019
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Seven Bullet Points to Address Investor Client Standard of Care
The financial advice industry has long been separated between 1) Registered Investment Advisor firms (RIAs), which operate under the Investment Advisers Act of 1940 and whose representatives’ duty is to
November 8, 2019
U.S. News & World Report: Ian Post on “7 Ways Millennials Are Becoming Great Investors”
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 know to start saving early.
October 25, 2019
Investors Are Usually Wrong
In a recent New York Times article, Jeff Sommer, discussed the implications of new data from Dalbar, a research firm that studies the behavior of mutual fund investors. Their latest
July 31, 2019
Interest Rate Changes and Stock Returns – A Way to Actively Position Stock Portfolios?
Jerome Powell, Chair of the Federal Reserve recently signaled the Fed’s readiness to cut the target for short term interest rates (federal funds rate) at the next meeting on July
July 19, 2019
The Guru and The Investor: Act 2 – The Evidence-Based Advisor Strikes Back
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 to a different type of
April 24, 2019
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Ian A. Post, CFA, CFP®
600 Mamaroneck Avenue, Suite 400
Harrison, NY 10528
Phone: 646-783-9717 | Fax: 646-572-8737
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