Stocks rallied as tame inflation and progress on trade deals calmed fears. For the week, the S&P 500 Index was +5.3%, the Dow Jones Industrials +3.5%, and the NASDAQ +6.9%. The S&P 500 Index was led by the Technology, Consumer Discretionary, and Communication Services sectors, while the Health Care, Real Estate, and Consumer Staples …
An initial trade deal with the United Kingdom and an uneventful Federal Reserve meeting held markets to a small decline last week after back to-back positive weeks. For the week, the S&P 500 Index was -0.4%, the Dow Jones Industrials -0.1%, and the NASDAQ -0.2%. The S&P 500 Index was led by the Industrial, …
Incentive Stock Options (ISOs) An ISO is a type of compensation granted to employees where they have an option to buy a certain amount of the company’s stock at a specified price beginning on a specified date. The employee receives favorable tax treatment if they exercise their right to buy stock at least …
Continue reading “Incentive Stock Options and Nonqualified Stock Options”
A flurry of economic data created both an air of pessimism and optimism depending on the day. A 0.3% contraction in first quarter Gross Domestic Product (GDP) growth added to recession fears on Wednesday, but a strong jobs report ended the week on a note of optimism. For the week, the S&P 500 Index …
Equity markets clawed back some of their recent declines last week. For the week, the S&P 500 Index was +4.6%, the Dow Jones Industrials +2.5%, and the NASDAQ +6.4%. The S&P 500 Index was led by the Technology, Consumer Discretionary, and Communication Services sectors, while the Consumer Staples, Real Estate, and Utility lagged. The …
While there is currently a 90-day pause on the implementation of some tariffs, the impact and timing of trade negotiations with multiple countries presents a risk that is causing some investors to be tentative in buying equities. Last week, the S&P 500 Index was -1.5%, the Dow Jones Industrials -2.7%, and the NASDAQ -2.3%. …
A 90-day pause in the U.S. tariff implementation plan provided equities a large relief rally last week. For the week, the S&P 500 Index was +5.7%, the Dow Jones Industrials +5.0%, and the NASDAQ +7.4%. The S&P 500 Index was led by the Technology, Industrial, and Communication Services sectors, while the Energy, Real Estate …
Whether you’re a known beneficiary for someone else’s retirement plan assets, you already inherited a retirement plan, and/or you have a retirement plan that you plan to leave for your spouse or someone else, there are several factors to consider for optimal distributions. Factors include: Whether the decedent died before or after their required …
Equity markets saw their worst week since the pandemic on fear over escalation of a global trade war. For the week, the S&P 500 Index was -9.1%, the Dow Jones Industrials -7.8%, and the NASDAQ -9.7%. All eleven sectors in the S&P 500 Index had a negative return. The least negative were the Consumer …
Fear trumped greed to lead equity markets lower last week, mainly from concern over the economic impact of pending tariffs. For the week, the S&P 500 Index was -1.5%, the Dow Jones Industrials -1.0%, and the NASDAQ -2.4%. The S&P 500 Index was led by the Consumer Staples, Energy, and Real Estate sectors, while …
404.445.7885
