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.
Seven Bullet Points to Address Investor Client Standard of Care November 8, 2019 - 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 deliver investment advice, and 2) Broker-Dealers, whose representatives are in the business of selling financial ...read more » 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 »
View all Passing Shots Blog posts »
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