Matt Weier, CFA, CFP®

Like the seemingly endless summer road trip, the current decline in financial market prices feels like it is lasting forever. It isn’t hard to imagine ourselves in the back seat shouting at the driver, “Are we...

Nothing.

Only three months into the new year and it feels like a year’s worth of events have already happened in the economy and financial markets.

A CEO of a large investment firm once told a story about a dinner conversation with the head of a large investment fund.  

Well, this doesn’t feel good. Many of us came into 2022 thinking, “This is the year!” The pandemic looked to be easing. Supply chain problems were going to get better so we could get our stuff sooner. Sure, we’ve...

Investment markets’ ability to seemingly defy expectations continued in 2021. There were probably 7,296 reasons why stocks shouldn’t have gone up in a straight line. I’m exaggerating slightly, but here’s an...

Fact: The S&P 500 has experienced 54 record highs in 2021.

After the Great Financial Crisis (GFC) of 2008 and 2009 much was written about how troubling it was that diversification¹ no longer worked. This conclusion was drawn since all stocks moved in the same downward...

We hear a lot of questions about inflation lately. It’s understandable. It’s nearly impossible to avoid seeing or hearing mention of it in financial, business, or even popular media these days. Unfortunately, it’s...

Do you remember what the widely publicized financial market concern was before the COVID-19 pandemic began? Neither did I until I looked it up. It was the “Inverted Yield Curve”. I’ll spare you all the mundane...

It's been a year.

As in the figurative sense of, “Wow, it’s been quite a year!”

And, in the literal sense, it has been 365 days* since stock prices reached bottom. A year since stock prices fell low enough that...

Your 3M RSUs (and Stock Options*) are About to Vest!

You’ve been waiting patiently for the last three years and the day is now fast approaching! The Restricted Stock Units (RSUs) that you earned for your service in...