Recent Blog Posts

Teaching Kids About Money During the Holidays: Turning Gift-Giving Into a Financial Lesson

The holidays are an ideal time to teach children about money. With family gatherings, gift exchanges, and charitable opportunities, this season provides a rich environment to discuss financial principles like saving, spending wisely, and giving back

The PULSE: Global Economic and Market Summary: December 9, 2024

December 9, 2024, brought mixed performances across global financial markets, driven by geopolitical developments, central bank expectations, and sector-specific news. While equities experienced volatility, commodities saw upward momentum, reflecting heightened investor caution amid global uncertainties.

Corporate Giving During Christmas: How Businesses Can Do More Than Just Donate

Strategies for aligning holiday philanthropy with long-term CSR goals.

Cognitive biases can significantly influence investment decisions, especially when fear and greed drive the markets.

Market Recap Week Ended December 6, 2024

Three in a row The NASDAQ rose more than 3%, posting its third weekly gain in a row and joining the S&P 500 in record territory. The latter index added 1% for the week while the Dow finished down fractionally after retreating from a record closing high that it set on Wednesday.

“For the investor, a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments.” Warren Buffett

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