Category
P/E Ratios Offer Multiple Perspectives on Value
By Mark FisselPosted on November 30th, 2021
Many factors go into decisions on buying or selling shares of a particular stock, but the price/earnings (P/E) ratio can be a helpful starting point […]
Learn MoreCompany Stock and Your Retirement Strategy
By Mark FisselPosted on August 24th, 2021
The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. Your compensation may include […]
Learn MoreMay 2021 Market Recap
By Clint EdgingtonPosted on June 8th, 2021
General market trends continued to hold in May as data pointed to a strong economy, with the US Purchasing Managers’ Indices for both manufacturing and […]
Learn MoreApril 2021 Market Recap
By Clint EdgingtonPosted on May 6th, 2021
April continued the streak of strong performance across most asset classes, with the S&P 500 clocking in at an 11.3% gain for the year. While […]
Learn MoreGrowing Interest in Socially Responsible Investing
By Mark FisselPosted on April 30th, 2021
U.S. assets invested in socially responsible strategies topped $17.1 trillion at the start of 2020, up 42% from two years earlier. Sustainable, responsible, and impact […]
Learn MoreReal Estate for Income and Diversification
By Mark FisselPosted on April 5th, 2021
An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds.1 The primary appeal of REITs is […]
Learn MoreMarch 2021 Market Recap
By Clint EdgingtonPosted on April 5th, 2021
The gradual economic growth discussed last month showed signs of accelerating in March. Employers hired more, with January and February’s employment gains of +545k being […]
Learn MoreFebruary 2021 Market Recap: Continuing Trends
By Clint EdgingtonPosted on March 2nd, 2021
February was a quiet month in the markets, continuing trends that have been in place since December. Economic expansion seems to be continuing, with positive […]
Learn MoreOpportunity Zone Investment Deadline Extended
By Anne ZavagliaPosted on February 2nd, 2021
Typically, taxpayers that want to defer paying taxes on capital gains must reinvest their realized gain into a Qualified Opportunity Zone Fund within a 180 […]
Learn MoreTurbulent Times: Bear Markets Come and Go
By Mark FisselPosted on July 1st, 2020
The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to […]
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