Vantage Point is dedicated to expressing the investment approach and views of Fifth Set Investment Advisors.
Passing Shots Blog
A variety of thoughts, ideas, views on and reactions to the world of personal finance and investing.
Investors Are Usually Wrong July 31, 2019 - 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 »
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Fifth Set Investment Articles
Larchmont Living – Six Key Questions for the Long-Term Investor
Larchmont Living – When Interest Rates Go Up, Do Stocks Go Down?
Larchmont Living – What’s in a Name? Five Questions to Ask Your Financial Advisor to Find Out
Larchmont Living – New York Direct 529 Plan Updates
Larchmont Living – The Market is Up (a Lot)…Should That Change How We Invest?
Larchmont Living – Return Factors – Using Academic Research to Achieve Higher Portfolio Returns
Larchmont Living – Hold or Diversify: The Low Cost Basis Stock Conundrum
Larchmont Living – A Critical Portfolio Construction Concept: Dollar Downside Risk
Larchmont Living – Do Advisor-Sold 529 Plans Earn Their Fees?
Larchmont Living – The Impact of Volatility on Wealth
Larchmont Living – Keep Your Eye on the Ball
Larchmont Living – Asset Class Returns: The Ultimate Cliffhanger
Larchmont Living – Appreciating Uncertainty: Elections, Investing and Setting Expectations for the Future
Larchmont Living – 1988-2015 – A Review of Global Asset Class Investing – Benefits and Risks
Larchmont Living – A Five-Point Pre-Election Day Portfolio Checklist
Larchmont Living – What is Your Number?
Larchmont Living – Evaluating Money Manager Skill – A Matter of Persistence
Larchmont Living – Rebalancing: A Return Enhancer, Risk Reducer, Both or Neither?
Larchmont Living – A Better College Funding Strategy Without 529 Plans – The Generous Grandparent Scenario
Larchmont Living – 529 Plans: Three Do’s and Don’ts to Help Navigate These College Savings Plans
Larchmont Living – Why Bother with Bonds?
Larchmont Living – Reduce the Tax Pain with Four Tax Efficient Investing Strategies
Larchmont Living – High Volatility, High Anxiety…Five Ideas for Successfully Managing Market Volatility
A collection of third party videos, articles, white papers, and books that deepen the understanding of the Fifth Set concepts.
Dimensional Fund Advisor Videos
Can You Predict a Good Time to Buy and Sell Stocks?
A Foundation Built on Great Ideas – Introduction to Dimensional
SPIVA® – S&P Dow Jones Indices Index Vs Active
SPIVA® U.S. Year-End 2016
Persistence Scorecard Year-End 2016
Murder on the Orient Express
Determinants of Portfolio Performance
– Brinson, Hood, Beebower
The Arithmetic of Active Management
The Arithmetic of Investment Expenses
What Stock to Buy? Hey, Mom, Don’t Ask Me – Mankiw,
New York Times
The Wisdom of Crowds
– James Surowiecki
The Investor’s Manifesto: Preparing for Prosperity, Armageddon, and Everything in Between
– William J. Bernstein
Asset Allocation: Balancing Financial Risk
– Roger C. Gibson
Winning the Loser’s Game, 6th edition: Timeless Strategies for Successful Investing
– Charles Ellis