Key Insights The first quarter was marked by diverse market drivers, including geopolitical risks in Venezuela and Iran, volatility from White House commentary, Supreme Court decisions on tariffs, and the divide between AI winners and losers. By the end of...
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...
