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…

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.

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.

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.

ESPPs are a wonderful benefit that allow employees to purchase company stock at a discounted price.

Here’s how they usually work.

Investment returns during the second quarter were good once again.

This marks the third straight quarter of positive returns for US and International stocks.

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…

Investment returns during the first quarter were positive across the board: stocks and bonds, both domestically and abroad, were all up.

These gains occurred despite turmoil in the banking sector.

Happy Saint Patrick’s Day! The color of the holiday is green, and with that in mind I wanted to share good news on something else green: cash.

Specifically, getting paid by banks through savings account interest rates.