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
A recent WSJ article, “Taking a Random Path to Stock Riches”, touched on a number of key Fifth Set PWM investment principles around stock picking.
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 April 20, 2022, Netflix stock fell 37% following a disappointing earnings report the previous day. As a member of the FAANG group of large
Much has been made of the recent performance of large U.S. technology stocks. In particular, the performance of the FAANG[1] stocks has captured the imagination
That was the title of a keynote address given by Vanguard founder John Bogle in February 2005. For Bogle, a prominent evangelist of low-cost investing,
One of the benefits derived from the evidence-based investment approach is the systematic avoidance of underperforming investment strategies. Media narratives and marketing drive many of
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
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
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
Ian A. Post, CFA, CFP®
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