Protected: Q1 2024 Market Review

While driving in your car and listening to the radio, it’s common to hear something like: “The Dow was up 500 points today, while the S&P was up 2%.”  The commentators are talking about the daily performance of stock market indexes.  These indexes represent a hypothetical portfolio of investment holdings, capturing a specific segment of...

Employee Stock Purchase Plans (ESPPs) are popular employee benefits programs offered by many companies as a way to allow employees to purchase company stock at a discounted price. ESPPs are designed to enable employees to purchase company stock through payroll deductions, often at a discount from the market price. These plans are a way to...

Restricted Stock Units (RSUs) have become a popular way to compensate employees for their efforts. RSUs are a type of equity-based compensation in which an employee receives shares of company stock as part of their overall compensation package. However, RSUs typically do not grant the employee ownership of the stock outright until certain conditions are...

Looking for a financial advisor? Someone to bounce ideas off of or double-check what you hear from friends or read about online? Many people are in the same position, struggling to manage their finances and just not sure what the next steps are. According to the National Financial Educators Council, in 2023, U.S. residents lost...