Stock Spotlight – Cava Group, Inc. (CAVA)
Cava Group, one of our newer holdings, has been performing very well as of late. We will cover this recent performance, as well as giving an overview of the company and looking at the earnings report they just released in today’s Stock Spotlight.
New Rules for Inherited IRAs
This article explores the recent IRS regulations on inherited IRA accounts.
VIX Spikes to Historic Highs Amid Volatile Summer Market
Last week, the VIX spiked to historic highs amid a massive market selloff, but just as fast as the VIX spiked, it has retraced back to normal levels.
Building A Core Retirement Plan
If you’re serious about your finances and thinking about retirement, having a written retirement plan in place is critical.
Earnings Uncertainty Hits Tech Giants at Critical Market Juncture
Heading into earnings season, the rapidly growing tech stocks that have led the market are being heavily sold off, and it appears as though small caps as well as value stocks are rotating back into the market.
Don’t Get Wiped by Wash Sales
Getting a tax break when you sell a declining investment is one of the few upsides of seeing an investment underperform. So, you wouldn’t want to lose that tax break by triggering an IRS rule called a “wash sale”.
Did A Trump Second Term Just Get More Likely?
Following the recent assassination attempt on Donald Trump, the increased likelihood of his re-election has sparked market optimism and a surge in equity prices, reflecting expectations of favorable economic policies.
Words of Wisdom: Peter Lynch
In this article, we reflect on the philosophy of one of the titans of investing: Peter Lynch.
Words of Wisdom: Benjamin Graham
In this article, we reflect on the investment philosophy of Benjamin Graham, the father of value investing, who emphasized the need for a balanced approach to investment.
Here’s Why You Need a Financial Plan
Having a comprehensive financial plan in place is underrated. Here are 5 reasons why: …