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.

By now you have likely heard about the closure of Silicon Valley Bank and Signature Bank. These are the #2 and #3 biggest bank failures in American history, and the biggest since the financial crisis of 2008.

This article addresses three topics: Your taxes, your 401(k), and a few personal finance updates from the SECURE 2.0 legislation.

First, the tax deadline…

The fourth quarter ended on a good note, with stocks and bonds posting positive returns. After negative returns in the first three quarters, this was a welcome change and may indicate an improved investing landscape in 2023.