Weekly Updates
Stocks and Yields Decline from Coronavirus Concerns and Weak Global Data, Gold Benefits
Weekly Update – February 21, 2020 The major U.S. stock indexes ended down for the…
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General
How to Value Equity Compensation and Employee Stock Options
As pensions are slowly vanishing, defined-contribution plans and equity awards are now a significant part…
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General
2020 Federal Tax Key Facts and Figures
To help you keep track of year to year tax changes, we prepared an easy…
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Weekly Updates
Investors Flee Stocks, New York’s First Coronavirus Appears in Queens
Weekly Update – January 31, 2020 Stock prices retreated on the week; volatility spiked as…
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Weekly Updates
Coronavirus and Profit Taking Lead to Down Week
Weekly Update – January 24, 2020 U.S. stocks tumbled Friday afternoon, bringing an otherwise mixed,…
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Weekly Updates
Positive Global Economic Data Drives Investor Optimism
Weekly Update – January 17, 2020 U.S. stocks capped another strong week with fresh record…
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Dimensional Fund Advisors (DFA)
2019 Fourth Quarter Market Review
When faced with short-term noise, it is easy to lose sight of the potential long-term…
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General
How the SECURE Act Affects Your Retirement Planning
What you should know about the SECURE Act changes. What is the SECURE Act? In…
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Weekly Updates
Dow Jones Crosses 29,000 for the First Time
Weekly Update – January 10, 2020 U.S stocks closed an otherwise solid week slightly lower…
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Weekly Updates
Stocks End Strong Year with Choppy Trading
Weekly Update – January 03, 2020 Global stock markets finished 2019 and began 2020 with…
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