Market Commentary: Seven Important Things to Remember In 2025
“Stocks take the escalator up, but the elevator down.” Old investing maxim
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Market Commentary: Hanging Tough
Stocks fell for the second consecutive week, but the losses were quite manageable. In the face of banking and economic concerns, stocks are holding the line. Stocks tend to lead the economy, so just because the economic headlines are poor now doesn’t mean they will be in the future. Stocks …
Market Commentary: Stocks Defy Negativity
In the face of more regional bank crashes and numerous worries about the economy, the stock market continued to hang tough. In fact, stocks have rallied late for two consecutive weeks. Stocks continue to defy the negative sentiment and look ready to move higher. A common narrative is only f …
Stock Options, Explained: Incentive Stock Options vs. Non-Qualified Stock Options
Companies may grant employees stock options as a form of noncash compensation. This allows the employees to purchase shares of the employer’s stock at a given price after a predetermined period of time has passed. The intent of stock option compensation is to align the interests of the empl …
Financial Literacy Guide
The basics of financial literacy – such as budgeting, borrowing and saving – can be difficult to teach to kids, but the rewards of a child heading into adulthood with a solid understanding of financial literacy are numerous. Download the checklist today to get started.
Market Commentary: Market Rally to Close April, But Be Wary of “Sell in May”
Equities closed out April in strong form amid better-than-expected earnings and resilient economic data. The S&P 500 posted a gain of 1.6%, pushing its year-to-date gains to 9.2%. Not a bad way to start the first four months of the year, despite all the recession calls and the banking c …
6 Tips to Create a Healthier Relationship With Money
Does the word “sale” send you running to your wallet? How many half-priced clothes hang in your closet with the tag still on? How many uncomfortable shoes did you buy solely because they were on sale? When thinking about money, do you feel stressed? Tense? Controlling? Confused? Like you ha …
