“Stocks are expensive, what should we do?“ With stock markets continuing to make all-time highs on a regular basis following a 112.6%[1] gain off the March 23, 2020, COVID-19 lows,
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 of many investors. To frame
On February 19th, 2020, the S&P 500 index closed at 3,386.15. That marked the highpoint before the COVID-19 pandemic and subsequent global economic collapse drove the U.S. stock market down
As the U.S. and rest of the world continues to struggle with the global COVID-19 pandemic, the Paycheck Protection Program (PPP), a federal loan program designed to help small businesses
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, the premise, simply stated, was
How we, as investors, define “the market” can obscure actual investment experiences. To illustrate, look at the following four measures of 2020 year-to-date returns through June 16th. S&P 500 (Large
Ian A. Post, CFA, CFP®
600 Mamaroneck Avenue, Suite 400
Harrison, NY 10528
Phone: 646-783-9717 | Fax: 646-572-8737
© 2010 – 2023 Fifth Set Private Wealth Management LLC. All Rights Reserved.