1Q 2025 Commentary: Gambit
Summary U.S. markets faced a challenging first quarter. U.S. large-cap stocks ended the quarter down 4%, while U.S. small-cap stocks declined by nearly 10%. The
February 2025 Commentary: Rain on the Parade
Summary Market results were mixed in February. U.S. large-cap stocks ended the month down 1.3%, and U.S. small-cap stocks declined 5.3% while U.S. intermediate-term bonds
How does your stock-based compensation impact your plan?
Stock-based compensation in the form of Restricted Stock Units (RSUs) can be a very valuable form of supplemental income. However, this unique form of compensation
January 2025 Commentary: AI Wars
Summary U.S. large-cap stocks gained 2.8% in the first month of 2025 while U.S. small-cap stocks rose by 2.6%. U.S. intermediate-term bonds rose by a
4Q 2024 Commentary: Vibes
Summary U.S. large-cap stocks hit over 50 new all-time highs in 2024, ending the year up 25%. U.S. small-cap stocks gained 11%, and U.S. intermediate-term
November 2024 Commentary: Red
Summary U.S. equities rallied post-election. Large-cap stocks rose 6%, and small-cap stocks increased by 11% in November. International equities not only underperformed but ended the
Our Thinking
Stock-Based Compensation
How does your stock-based compensation impact your plan?
Stock-based compensation in the form of Restricted Stock Units (RSUs) can be a very valuable form of supplemental income. However, this unique form of compensation
Stock-Based Compensation: A Four-Part Series
Stock-based compensation in the form of restricted stock units (“RSUs”) can be a wonderful form of bonus compensation. However, the risk characteristics associated with an
Market Commentary
1Q 2025 Commentary: Gambit
Summary U.S. markets faced a challenging first quarter. U.S. large-cap stocks ended the quarter down 4%, while U.S. small-cap stocks declined by nearly 10%. The
February 2025 Commentary: Rain on the Parade
Summary Market results were mixed in February. U.S. large-cap stocks ended the month down 1.3%, and U.S. small-cap stocks declined 5.3% while U.S. intermediate-term bonds
January 2025 Commentary: AI Wars
Summary U.S. large-cap stocks gained 2.8% in the first month of 2025 while U.S. small-cap stocks rose by 2.6%. U.S. intermediate-term bonds rose by a
4Q 2024 Commentary: Vibes
Summary U.S. large-cap stocks hit over 50 new all-time highs in 2024, ending the year up 25%. U.S. small-cap stocks gained 11%, and U.S. intermediate-term
November 2024 Commentary: Red
Summary U.S. equities rallied post-election. Large-cap stocks rose 6%, and small-cap stocks increased by 11% in November. International equities not only underperformed but ended the
October 2024 Commentary: The American Dream
Summary U.S. large-cap stocks declined 0.9% in October while small-cap stocks declined by 1.4%. Bonds also fell; the Bloomberg U.S. Aggregate Bond Index decreased 2.5%.