Why Companies Choose Stock Options... and How Employees Can Use Them.

2020 was a year that investors will not soon forget and it’s clear,few of us were sad to say goodbye.

If you want to see, perhaps even enjoy, an exercise in futility, run a search in Google on this phrase: 2019 predictions about the stock market in 2020 As you’ll find, the search returns dozens of articles containing hundreds of predictions from market pundits about how they expected 2020 to unfold for the economy and […]

It is no secret 2020 took the world by surprise and will be the year we all remember. It also seems investors have learned there are many things we certainly cannot control. However, when it comes to financial planning, and in particular tax and retirement planning, there are significant opportunities we all should consider now […]

What History Tells Us About US Presidential Elections and the Market It’s natural for investors to look for a connection between who wins the White House and which way stocks will go. But as nearly a century of returns shows, stocks have trended upward across administrations from both parties. Stocks have rewarded disciplined investors for […]

Vanguard founder John Bogle once famously advised investors on how to handle stock downturns: “Don’t just do something,” he said. “Stand there!” It is a wry and wise way of turning the conventional wisdom about what to do in bear markets on its head. When panic grips the stock market – as it did in […]

As cities around the world continue to move forward at their own pace, the demand for goods and services continues to look different. While many are pricing in deflation in the near-term, we think ALL investors should consider the implications of an inflationary environment going forward.  But, let's dive in and understand perhaps why and how this may impact you. It’s […]

On February 12, the Dow Jones Industrial Average closed at an all-time high of 29,551. At that time, the economy was humming, corporate earnings were rising and unemployment was at lows last seen during the mid-1950s. While global health experts were increasingly worried about a potential pandemic caused by a new Coronavirus, it seemed to […]

Last week, we saw market movements that signaled a low-yield environment. Since then, rates have continued to fall.  Currently the 10-year treasury is trading close to 50bps and the entire yield curve is pricing at below 1% for the first time in history. Although these unprecedented movements may reflect more short-term fears, we believe they should […]

It seems investor sentiment has quickly changed since the beginning of the year, not to mention from just about 10 days ago as witnessed by the recent stock market decline. Many argue "why" this has happened and here's a quick look at the potential reasons: Coronavirus: Most argue this is the primary reason for the recent market sell off. Its […]