As a director of research and an investment advisor, writing quarterly commentaries can sometimes be a difficult task. There are only so many ways to say that large U.S. technology companies continue to lead the market. Investors should focus on...
As we approach 2026, investors are navigating a familiar mix of strong market performance, shifting interest rates, and ongoing economic uncertainty. Questions about diversification, rebalancing, and risk management are becoming more common, especially for those focused on long-term financial security....
For many employees, compensation goes beyond a paycheck. Navigating the equity maze of stock options, restricted stock, employer stock purchase plans (ESPPs), and employer stock ownership plans (ESOPs) can feel overwhelming, but with the right strategies, you can make informed...
It’s that time of year when we lean into the thrill of fear—haunted houses, hayrides, scary movies, and spooky decorations fill our calendars and neighborhoods. But for many Americans, the real fright isn’t found in the dark – it’s hiding...
Key Takeaways Diversification remains the theme of the year. International stocks continue to outpace their U.S. counterparts, although U.S. stocks performed slightly better than their international peers last quarter. After quite a few years of lagging returns, U.S. small-cap stocks...
