NEWS & INSIGHTS

A retrospective analysis of global stock market performance during the second quarter of 2023.

Whether you are new to #equitycompensation or simply looking to learn more, this article provides a comprehensive guide to the different types of equity compensation, how they work, and their potential risks and rewards.

A retrospective analysis of global stock market performance during the first quarter of 2023.

A retrospective analysis of global stock market performance during the fourth quarter of 2022.

Many thanks to Sarah Fallaw, Ph.D. for sitting down to discuss her research and ongoing work on the behaviors that lead to wealth creation. Sarah is basically royalty in the wealth management and financial planning world, so this was truly a privilege. Enjoy!

A retrospective analysis of global stock market performance during the third quarter of 2022.

US-based investors may believe they know America best. Accordingly, they are liable to put the bulk of their investments in stocks and bonds of US-based companies and in US federal and municipal fixed income securities. Given the size and relative safety of this market, that may seem a sound approach. Yet this strategy has some holes. “Home bias”1 can limit your investment opportunities and constrain your ability to benefit from diversification.

Around the world, individuals are being asked to take on greater responsibility for their own retirement. In the US, for example, a combination of limited Social Security funding and a reduction in the number of defined benefit (DB) employer plans—historically, the primary retirement savings vehicle for many—is causing investors to make decisions they have never had to face about how to save for retirement.

This week on the podcast, Wes interviews Certified Financial Planner Bob Bolen. They explore what it means to put money in service to your life as opposed to the opposite, and why this approach leads to better outcomes.