Fifth Set Private Wealth Management LLC

Fifth Set Private Wealth Management LLC Founded in 2011, Fifth Set Private Wealth Management is a boutique investment management and financial planning firm. Disclaimer https://bit.ly/2I1SiDn

https://fifthsetwealth.com/?p=659183&preview=true
03/31/2022

https://fifthsetwealth.com/?p=659183&preview=true

Wealth Wisdom. Moving you forward. Fifth Set Private Wealth Management LLC is an independent investment advisory firm serving successful mid-career professionals and their families. Fifth Set is the expression of our belief that clients are best served through a combination of an evidence-based inve...

Since the beginning of 2021, inflation has increased significantly, driven largely by supply and demand changes caused b...
12/16/2021

Since the beginning of 2021, inflation has increased significantly, driven largely by supply and demand changes caused by the Covid pandemic. Last week, the Labor Department reported a 6.8% year over year increase in the Consumer Price Index, the highest in thirty-nine years. Investors are justifiably concerned about the potential impact of inflation on portfolio performance. And, not entirely surprising, there is no shortage of recommendations from Wall Street and the financial press on how investors can protect their portfolios from the ravages of inflation. ...

Wealth Wisdom. Moving you forward. Fifth Set Private Wealth Management LLC is an independent investment advisory firm serving successful mid-career professionals and their families. Fifth Set is the expression of our belief that clients are best served through a combination of an evidence-based inve...

“Stocks are expensive, what should we do?“ With stock markets continuing to make all-time highs on a regular basis follo...
11/05/2021

“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, there’s a fair amount of “stocks are expensive, what should we do” discussion. The implicit concern expressed here is that if markets are expensive, there is a higher likelihood of a market meltdown....

Wealth Wisdom. Moving you forward. Fifth Set Private Wealth Management LLC is an independent investment advisory firm serving successful mid-career professionals and their families. Fifth Set is the expression of our belief that clients are best served through a combination of an evidence-based inve...

Much has been made of the recent performance of large U.S. technology stocks. In particular, the performance of the FAA...
10/30/2020

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 the discussion, let us look at how FAANG stocks have performed compared to standard benchmarks over the recent past. Over the prior year ending October 29, 2020, an equal weighted portfolio of the five FAANG stocks returned 64.8% compared to 11.6% for U.S. [ 682 more words ]

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 the discussion, let us look at how FAANG stocks have performed compared to standard benchmarks …

On February 19th, 2020, the S&P 500 index closed at 3,386.15. That marked the highpoint before the COVID-19 pandemic an...
09/01/2020

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 33% in a little over a month. On August 18th, 2020, amid the continuing twin global disasters, the S&P 500 set a new record high. Below are five key takeaways for investors drawn from this market experience. [ 783 more words ]

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 33% in a little over a month. On August 18th, 2020, amid the continuing twin …

As the U.S. and rest of the world continues to struggle with the global COVID-19 pandemic, the Paycheck Protection Progr...
08/10/2020

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 in the U.S., has created a conundrum within the independent Registered Investment Advisor (RIA) community. A quick summary of the PPP program. As part of the CARES Act passed by Congress and signed into law by the president on March 27th 2020, the Paycheck Protection Program (PPP) is available to “(s) [ 479 more words ]

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 in the U.S., has created a conundrum within the independent Registered Investment Advisor (RIA) community. …

That was the title of a keynote address given by Vanguard founder John Bogle in February 2005. For Bogle, a prominent e...
06/24/2020

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 that investment expenses directly erode investor returns. Investor Returns = Market Returns – Expenses Market returns are going to be what they are going to be. We do not control them (although investors have control over the extent and type of market risk they are exposed to). [ 484 more words ]

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 that investment expenses directly erode investor returns. Investor Returns = Market Returns – Expenses Market …

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Larchmont, NY
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