AI Mania, Market Concentration, and Portfolio Risk
With the stunning performance of AI-related stocks driving the stock market, investors are questioning how their portfolios might be affected by a reversal in the
September 11, 2026
With the stunning performance of AI-related stocks driving the stock market, investors are questioning how their portfolios might be affected by a reversal in the
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
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.
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
Included as part of the Consolidated Appropriations Act, 2023, the SECURE 2.0 Act of 2022 was signed into law on December 29, 2022. A follow
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,
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