We’ve recently received questions about how upcoming large IPOs, such as SpaceX, might affect client portfolios. Below is a concise overview of what’s changing and what it means for your investments. Historically, newly public companies must meet several criteria before joining major stock indices and the index funds that track them. These typically include 6 to 12 months of trading [...]
When the Noise Gets Loud It seems like every day brings a fresh wave of chaotic news out of Washington, warnings of financial collapse, and rising geopolitical tension. The world can feel like it is coming apart. With so much uncertainty in the air, it is only natural to wonder whether adjustments should be made [...]
As we celebrate Women’s History Month, it’s important to recognize the financial challenges and triumphs that women face on their journey toward empowerment and independence. The increasing financial responsibility that women are taking on is a noteworthy aspect of this progress. […]
Warren Buffett famously said about speculative assets, “People start being interested in something because it is going up, not because they understand it or anything else. But the guy next door, who they know is dumber than they are, is getting rich, and they aren’t.” […]
As the fall semester of college draws near, excitement for this new chapter is building for first-time college students everywhere. It is also an important time to address some financial aspects to ensure a smooth transition. Whether you are a parent or a student, out-of-pocket college expenses (in excess of the published “Cost of Attendance” [...]
The US once again finds itself in an election year. Already, the air is thick with speculation and debate. Amidst the fervor, investors often find themselves wondering: should they adjust their portfolios based on election outcomes? The short answer is no. Historical data and market behavior suggest that while elections and politics capture public attention, [...]
There is little doubt that cryptocurrency is having a significant impact on the world around us. Indeed, cryptocurrencies are so popular one literally needs to work to not hear about them on a daily basis. It is no wonder the public is clamoring to invest in the next big crypto coin. [...]
