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Insights

Apple Surpasses $2 Trillion Market Cap.  What's Next? Thumbnail

Apple Surpasses $2 Trillion Market Cap. What's Next?

These pieces have tried to be interesting and provocative, not the usual “market re-cap” material that can be found in so many places. We are also careful about making forecasts, often citing Physicist Neils Bohr’s aphorism that “prediction is difficult, especially about the future.” That said, we have made the case for persistent low (and lower) interest rates for years now and that continues to be the case.

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How Much Money Will You Need For Retirement? Thumbnail

How Much Money Will You Need For Retirement?

$1.9 million is the number, according to a nationwide survey of 1,000 employed 401(k) participants by a well-known financial services company. In 2019, the same survey reported the number was $1.7 million. But this year's pandemic increased the total by $200,000.2

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What are Stock Splits? Thumbnail

What are Stock Splits?

Two high-profile companies—Apple and Tesla—have announced stock splits in the past few weeks, which makes it a great time to discuss what’s involved when a company announces a stock split.

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6 Common Financial Stress Triggers and How to Overcome Them Thumbnail

6 Common Financial Stress Triggers and How to Overcome Them

As companies continue to navigate the uncertainties that have come with the coronavirus pandemic and employees figure out their day-to-day routine, financial stress triggers are bound to occur. While feelings of stress and anxiety are certainly heightened amidst the current pandemic, feeling stressed about your finances isn’t anything new.

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The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference Thumbnail

The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference

When we think of financial health, a few things might come to mind. We may think of our own financial status, our investments, the Dow Jones Industrial Average performance, the stock market as a whole, the economy, the country’s employment status and so on. While some aspects may be interrelated on some level, they are not all one and the same, nor do they all indicate the status of one another.

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