Ian A. Post, CFA, CFP®
9 SlideShares
Personal Information
Organização/Local de trabalho
Greater New York City Area United States
Cargo
Principal and Founder at Fifth Set Investment Advisors LLC
Setor
Finance / Banking / Insurance
Site
http://www.fifthsetinvestment.com
Sobre
I am the founder and principal of Fifth Set Investment Advisors LLC,a New York State Registered Investment Advisor based in Westchester, New York. Fifth Set specializes in developing smart financial solutions for young professionals, small business owners and their families. I founded Fifth Set based on the belief that clients deserve evidence-based financial solutions developed by a true advisor who considers only the best interests of the client when providing advice. As such, Fifth Set adheres to a fiduciary standard of care in all our client relationships and maintains an independent, objective, and commission‐free approach to investment management and financial planning advice. We s...
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Marcadores
investing investment advice investments investment portfolio management college savings 529 plans portfolio college financial financial services finance strategic asset allocation
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Documentos

(9)
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Evaluating Money Manager Skill - A Matter of Persistence

Há 7 anos • 47 Visualizações

Appreciating Uncertainty: Elections, Investing and Setting Expectations for the Future

Há 7 anos • 88 Visualizações

Asset Class Returns: The Ultimate Cliffhanger

Há 7 anos • 94 Visualizações

The Impact of Volatility on Wealth

Há 7 anos • 99 Visualizações

Do Advisor-Sold 529 Plans Earn Their Fees?

Há 6 anos • 82 Visualizações

A Critical Portfolio Construction Concept: Dollar Downside Risk

Há 6 anos • 74 Visualizações

The Market is Up (a Lot)...Should That Change How We Invest?

Há 6 anos • 64 Visualizações

New York Direct 529 Plan Updates

Há 6 anos • 67 Visualizações

Six Key Questions for the Long-Term Investor

Há 6 anos • 56 Visualizações
Personal Information
Organização/Local de trabalho
Greater New York City Area United States
Cargo
Principal and Founder at Fifth Set Investment Advisors LLC
Setor
Finance / Banking / Insurance
Site
http://www.fifthsetinvestment.com
Sobre
I am the founder and principal of Fifth Set Investment Advisors LLC,a New York State Registered Investment Advisor based in Westchester, New York. Fifth Set specializes in developing smart financial solutions for young professionals, small business owners and their families. I founded Fifth Set based on the belief that clients deserve evidence-based financial solutions developed by a true advisor who considers only the best interests of the client when providing advice. As such, Fifth Set adheres to a fiduciary standard of care in all our client relationships and maintains an independent, objective, and commission‐free approach to investment management and financial planning advice. We s...
Marcadores
investing investment advice investments investment portfolio management college savings 529 plans portfolio college financial financial services finance strategic asset allocation
Ver mais