Market Anxiety and Fifth Set Investment Principles
We have recently been receiving many questions and concerns from clients regarding the current political environment and what it means for their portfolios and the
March 6, 2025
We have recently been receiving many questions and concerns from clients regarding the current political environment and what it means for their portfolios and the
One of the differences between investing in investment grade bonds and stocks, is that the market provides more information about what to expect from future
With the potential debt limit debacle behind us now (for two years anyway), this is a good time for investors to take a step back and see how they reacted to the possibility of a market meltdown.
Much of Fifth Set’s investment philosophy is drawn from the academic research findings of University of Chicago Professor Eugene Fama. A 2013 Nobel laureate in
On April 20, 2022, Netflix stock fell 37% following a disappointing earnings report the previous day. As a member of the FAANG group of large
“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
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
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
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,
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
Ian A. Post, CFA, CFP®
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