blog
Monthly Financial News – February 2024
I hope you had a great February.
I wanted to share a few interesting facts and articles I came across over the past month. Please enjoy!
Monthly News & Financial Updates – January 2024
I hope you had a great January.
I wanted to share a few interesting facts and articles I came across over the past month. Please enjoy!
Fourth Quarter & 2023 Investment Commentary
In 2023, the economy, stock market, and bond market all performed well.
This was the polar opposite of 2022, which had negative stock and bonds returns, along with…
Holiday Cheers & Monthly Market News
I hope you’re enjoying the holiday season.
As year end approaches, I wanted to share a few encouraging statistics about the investment world and economy.
Monthly News and Halloween Updates!
I hope you had a great Halloween!
Here’s how my family spent the holiday, plus a few interesting articles and charts from the past month.
Third Quarter Investment Commentary, 2023
The third quarter typically provides the weakest returns of the year.
This year, it lived up to its reputation with both stocks and bonds posting negative returns.
How Employee Stock Purchase Plans (ESPPs) Work
ESPPs are a wonderful benefit that allow employees to purchase company stock at a discounted price.
Here’s how they usually work.
Second Quarter Investment Commentary, 2023
Investment returns during the second quarter were good once again.
This marks the third straight quarter of positive returns for US and International stocks.
How Much Can You Give Away without Paying Tax?
During Memorial Day, many people spend time with their friends and family.
With that in mind, this article shares how to gift to your friends or family, and the tax…
Subscribe
Join Our Newsletter
Sign up to receive an email when new articles are posted.