This Autumn has been filled with fascinating conversations about ups and downs. The weather has most of us in Kansas City checking the calendar to see if it is still summer. We are still growing tomatoes in our garden in early November! Oak mites are a villain we wish would go away like creepy clowns, but the obvious elephant in the room is the election.
Employee stock purchase plans (ESPP) give plan participates the ability to purchase shares in their company stock at discounted rates.
Global markets had their best quarterly returns since 2013 during this third quarter. Stocks outside of the US outpaced the S&P 500 by 2.5% beating the US market for the first time since Q1 of 2015. Investors immediate fears about the BREXIT vote repercussions were set aside and their attention was turned towards actions from central bankers around the world.
Stocks headed higher again this quarter. The S&P 500 posted quarterly gains for the fourth consecutive quarter and has rallied in 12 of the past 14 quarters. The S&P 500 gained 3.3%, the Dow Jones Industrial Average added 2.1%, the Russell 2000 (small cap stocks) jumped 8.6% and the NASDAQ Composite popped 9.7% in the third quarter.
Imagine if you tried to put a price tag on your house at the end of every day or even several times a day. The process would drive you crazy! Think of all of the small things that could impact the price of your house. If a neighbor forgets to bring their trash can, minus 1%.
CDs have been a simple low risk investment for generations. What happens when you add a little spice to your grandma’s CDs? Banks and Wall Street firms are trying to add some zest to what is historically the most boring way to save outside of putting money under your mattress (until a house fire).
This election season is shaping up to be one of the most unusual presidential races we have seen in a long time. With the election a little under 75 days to go (only 75 more days of political ads!) it seems to be a daily occurrence someone wants to know how this election will impact their investments.
Sprint has been one of Kansas City's larger employers for a generation. Despite some ups and downs with Sprint's core business the 401k plan has been a great place for you to save for retirement.
Owning your company’s stock in your 401k is a common way to save for your retirement. When you leave your company you will probably just roll your 401k or other workplace plan into an IRA and not think twice about the process.
Most investors are chronically underweight in international investments for their portfolios. Recently, I have heard more people discussing their international allocation has been a drag on their portfolio and are considering reducing or eliminating their holdings. US stocks have just crushed global stocks on a relative basis for a number of years.