General
CPWM Market Update – 3/6/2020
With the sharp daily movements in the equity and bond markets, we are closely watching…
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Weekly Updates
The 10-year Treasury Hits 1.13% as Investors Pile into Bonds, Etsy and TJX Earnings Impress While LendingTree and Shake Shack Disappoint
Weekly Update – February 28, 2020 Stocks fell sharply across the globe as the spreading…
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General
CPWM Market Update – 2/27/2020
As you can imagine, we are closely following the news on the Coronavirus and how…
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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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