NEWS & INSIGHTS

Historically, the first year of a president's term has been a fairly average one for the stock market. In his 2016 market analysis, Lee Bohl found that the first year of a presidential term yielded an average return of 6.7% from 1933 to 2015. This is modest compared to the third year of a president's term which historically has earned the highest return at 13.5%, but signifcant compared to the second-year average return of 3.3%. However, averages do not tell the whole story.

A retrospective analysis of global stock market performance during the fourth quarter of 2024.

Understanding dividend yields, including what they are and how they are calculated, is key to understanding how and when to incorporate them into your portfolio strategy.

Where money intersects with meaning, you’ll find psychologist, behavioral finance expert, podcaster, and author of the new book Soul of Wealth, 50 Reflections on Money and Meaning, Dr. Daniel Crosby. In this fascinating and illuminating conversation, Daniel joins Wes and Sonya to dissect how our behaviors and understanding of money can open a pathway to the things that really matter.

Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.

A retrospective analysis of global stock market performance during the first quarter of 2024

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

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.