David Magee David Magee

Stocks: Haves and Have-Nots

Befitting recent times, even stocks are polarizing. While investors are enjoying record returns, an unhealthy schism between technology-oriented growth stocks and “old economy” stocks are well advanced.

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Matthew Copley Matthew Copley

Comparing a Health Savings Account To A 401(k)

A Health Savings Account (HSA) is a savings medium for people enrolled in a high deductible health plan to save for medical bills that may appear in the future. And due to its features, an HSA might be better than a 401(k).

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Matthew Copley Matthew Copley

Are You Worried About Losing Your Job? Here's What You Can Do

Our unemployment rate is getting better day by day, but many people in the workforce understand that their job might not be safe. Instead of knocking on wood as the pandemic "hungover" worsens, it is essential to be apt to secure another job or prepare economically for a job loss.

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Matthew Copley Matthew Copley

Market Update - Third Week Of May 2021

The broader U.S. stock market was down slightly for the week with the S&P 500 declining 0.33% and the Russell 2000 weakening by 0.41%. The NASDAQ rose 0.41% while the international markets were the winners: international developed markets (MSCI EAFE) rose 1.08% as the emerging markets (MSCI EM) added 1.75%

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Matthew Copley Matthew Copley

Ways To Have Healthy Finances During The New Normality

Now that several states in our country are slowly opening their businesses, revamping the economy, while others are staying put with the government’s regulations, you might have some free time in your hands. See this as an opportunity to get ahead with your personal numbers, whether if it is to beat the market, protect yourself from scammers, or try new things. I’ve assembled a couple of tips that can benefit your finances.

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Matthew Copley Matthew Copley

Market Update - Second Week Of May 2021

For the first quarter (with 91% of the companies in the S&P 500 reporting actual results), 86% of S&P 500 companies have reported a positive EPS surprise. If that ratio holds, it will mark the highest percentage of S&P 500 companies reporting a positive EPS surprise since FactSet began tracking this metric in 2008.

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Matthew Copley Matthew Copley

Market Update - Fourth Week Of April 2021

Earnings reporting season is in full swing and (with 60% of the companies in the S&P 500 reporting actual first quarter results so far) 86% of S&P 500 companies have reported a positive earnings per share (EPS) surprise.

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Matthew Copley Matthew Copley

Market Update - April 2021

Stocks were mixed last week as large cap growth stocks – particularly technology - drove the gains. The S&P 500 rose 2.76%, the Russell 2000 declined 0.46% and the NADSAQ advanced 3.13%

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Matthew Copley Matthew Copley

Market Update - Third Week Of April 2021

Equities were mixed last week after dipping midweek once President Biden proposed a higher individual tax on investments for households above $1 million in annual income. It was the tax rate that was exactly as shown in his campaign literature plus an additional amount for the Affordable Care Act taxes.

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