A recent WSJ article, “Taking a Random Path to Stock Riches”, touched on a number of key Fifth Set PWM investment principles around stock picking.
As investors, we are experiencing a truly painful period. Inflation, Covid, Ukraine, interest rates and now plummeting stock markets. Since peaking on January 3, 2022,
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
From March 24th, 2020 through May 26th, 2020, the stock market, as measured by the S&P 500, returned 36%. That is not typo. Over the same period of time, we have seen a torrent of terrible economic news. For example, on April 24th, the Congressional Budget Office (CBO) released updated economic forecasts that included the following:
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
As I sit to write this post, the Dow Jones Industrial Average is down just less than 1,000 points. Concerns around the impact of the
As we begin the new decade, I thought this would be a good time to consider what a reasonable long-term equity return expectation might look
Buy low, sell high…maybe the most obvious axiom in investing. It seems so obvious, yet in practice, most investors have difficulty buying the worst-performing assets
Investors (all of us) are hard-wired to make poor investment decisions. Among other biases, we become over-confident when markets rise and assume the worst will
Ian A. Post, CFA, CFP®
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