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Passing Shots

The Fifth Set Blog

Topics: Active vs Passive, Efficient Market Hypothesis, Evidence-Based Investing, Index, Index Investing, Long-term investing, Passive, Portfolio Management, Uncategorized

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. The best thing you can do for your investments is start early. “Through compounding and  …read more »

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 research shows that over the past 10 years, stock investors under-performed the S&P 500 by  …read more »

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 advisor, for a philosophy based on something called ‘evidence-based investing’.  This seemingly outlandish idea is  …read more »

Déjà Vu All Over Again

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 fads and an alternative investment approach driven by evidence and academic research…     Ianis  …read more »

John Bogle, Founder of Vanguard and Pioneer of Index Investing, Passes Away

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 the lives of millions of investors.  David Booth, founder of Dimensional Fund Advisors, offers some  …read more »

Five Money Saving 2018 Year-End Tax Tips

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 for 2018. Here are five ways to reduce your tax obligations before year-end. 401k/403b/457 Plans  …read more »

Stock Valuations are High: Five Things to Do (and Not Do) About It

Stock market valuations are at historical highs and we are more than nine years into the current bull market. It stands to reason that the bull market won’t continue indefinitely. So, not surprisingly, investors are voicing more frequent concerns about high stock market valuations and  …read more »