As 2016 comes to a close view and listen to the Castlebar Asset Management Annual Market Review and Outlook for 2017.
Your 401k is often the centerpiece of your retirement planning strategy. For Garmin employees there are great internal resources for HR questions but sometimes they are not able to answer all of your questions reagrding your 401k or you may not be comfortable asking someone financial questions.
Thanksgiving is my favorite holiday of the year. It gives you a moment to reflect and give thanks for all of the blessings we experience before the busy weeks before year end. I found this poem written by an anonymous author. It is a reminder that sometimes we should be thankful for less obvious things in our life.
Employee stock purchase plans (ESPP) can be an overlooked benefit from your employer and you could be leaving a thousand of dollars each year on the table by not participating! ESPPs can be an important helper in building wealth and reaching your goals. They are not the type of account that can be left alone for years, they need some attention along the way.
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).