Employer-issued stocks can be one attractive benefit an employer can offer. But while it has its benefits, it's natural to wonder what happens if you leave that job. That's where net unrealized appreciation (NUA) strategies can sometimes
Did you know that an estimated $13.5 trillion in assets are indexed or benchmarked to the Standard & Poor's 500 Composite Index, including $5.4 trillion in index assets?1,2 The S&P 500 is ubiquitous – we see it
With international stock markets comprising about 44.1 percent of the world's capitalization as of 2021, a broad range of investment opportunities exist outside the borders of the U.S.1 For investors who are looking to diversify their mutual
When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes owed by the estate and its heirs. The executor will have the option of valuing the estate
When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it's a good time to review common terms that are used to describe the
Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has some application to investing. Over time, certain asset classes may
Until early 2018, stocks were enjoying their longest period without a five percent pullback in nearly 90 years.1,2 But in early February, that calm came to a sudden and decisive end, as the Standard & Poor’s 500 Index
While nature offers four seasons, Wall Street offers only one – four times a year. It’s called “earnings season,” and it can move the markets. So, what is earnings season and why is it important? Earnings season
Craig recently joined the Roe Conn Show on WGN Radio 720 AM to explain why the global spread of the coronavirus is having a negative effect on the stock market. Click below to listen to Craig’s interview!
