Investments
Written by: Vincenzo Testa, CPA Equity compensation is one of many benefits that employers are offering more frequently to hold onto their valuable employees. Sure, in general, employees know when they are granted their stock options, when they vest or their strike price. But are those same employees able to calculate the potential significant tax…
Capitulation means “to surrender or give up” when it comes to investing. I’m not sure how close we are to the low point of this market correction for the S&P 500 and bear market for Nasdaq, or just maybe we hit it already. We never know until time passes and we look back. I do…
Starting my career in finance at the turn of the century, I have lived through some of the best and worst times in investing and witnessed the role emotions play in decision making. Investors have experienced several market crashes (dot-com bubble, financial crisis, COVID-19) as well as seeing the S&P 500 roughly triple in that…
Written by: Martin Shields, CFP®, AIF ® Let’s first start by defining what portfolio rebalancing entails. This process brings the asset classes in your portfolio back to their target weight from either overweight or underweight positions. This entails selling your fastest growing assets and buying assets classes that have been underperforming. It is a prudent…
As we approach “The Most Wonderful Time of the Year”, I for one am looking forward to spending much needed quality time with family and friends reflecting on how fortunate I am to have every one of them in my life. My two daughters who are 9 and 7 years old respectively, have been carefully…
Written by: Harmony Wagner, CFP® Retirement is one of the biggest financial transitions for many people, and one that often leaves people wondering if they should become more conservative with their investment allocation. Going through this type of significant life transition can make people feel like they must make a major corresponding adjustment in their…
What Investors Need Now Is Patience and Fortitude
Written by: Steven B. Bouchey, CFP® As seen in The Saratogian. The headlines in 2022 have been overwhelming; the Russia-Ukraine conflict, Covid-19 lingering on, China’s lockdowns adding to supply chain disruptions, and inflation at 40-year highs!!! So, what has changed on the inflation front? The May consumer price index (CPI) was red hot, rising +1%…