How To Avoid a 10B5-1 Meltdown

February 3, 2021 Well, if you don’t know what a 10b5-1 plan is yet, you may aspire to be in a place to need one. For some, they are a necessary evil. For others, they are downright mystifying.  But let’s take a look at their...

Market Commentary: A Year Like No Other

January 19, 2021 First, and most importantly, we hope you are safe and doing well, and we look forward to being able to see many of you in person in 2021. Since March, financial markets and the global economy have been dominated by the spread...

3Q 2020 Market Commentary

October 19, 2020 If, on December 31, 2019, we were told that the total return on the S&P 500 for the first three quarters of 2020 would be 5.57% (which is what it was), many would have concluded that 2020 would be a relatively normal/uneventful...

Evaluating/Negotiating a Job Offer

September 29, 2020 COVID-19 and the economic downturn have many out of work and looking for new positions.  A job search can be competitive and confusing, especially if you haven’t looked for a job in a while.  Companies in sectors that have been weathering the...

A Stalling Recovery?

July 28, 2020 After the S&P 500’s downturn, culminating on March 23rd, it rallied 43.36% reaching its post-COVID high on June 5th. Since that time, the index has been essentially flat.