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
S&P Dow Jones Indices released their latest SPIVA (S&P Index vs Active) scorecard for the period ending December 2018. If you’re a fan of active fund managers, the news is
Act One The Setting Guru appears on CNBC to explain what will happen with interest rates, Brexit, and the economy over the next two years. Investor sees Guru on TV
Investment fads do not lead to investment success. Discipline to a long-term investment strategy is the key. This post from Dimensional Fund Advisors offers a compelling rebuttal of past investment
John (Jack) Bogle passed away this week at the age of 89. The founder of Vanguard was instrumental in the rise of index and low-cost investing. His efforts positively impacted
As we approach the end of the year and begin making plans for 2019, it is an ideal time to take advantage of tax saving opportunities that are still available
Ian A. Post, CFA, CFP®
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