Commodity[1] and gold funds have been the big winners so far this year, with year-to-date gains of 24.6% and 5.8% respectively. Driven by inflation rates
Why not sell out and get back in when things are calmer? That is the question many investors are asking as the Coronavirus-provoked market volatility
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
A decline in stock prices during a bout of market volatility often elicits the comment that “this is a buying opportunity because markets always bounce
A recent Wall Street Journal article, “New Fund Stars Ride Junk Bonds to the Top”, profiles several bond funds which have drawn in large sums
Is it a coincidence that seemingly every prospective client’s taxable account currently managed by a brokerage firm includes the same two security types; expensive actively-managed
On May 2nd, 2013, the yield on the 10 year Treasury bond closed at 1.63%. By June 4th, the yield had risen to 2.14%, a
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.