Market Commentary: 2025 Q3
Valuations remain at record highs The stock market reached new heights over the past three months, with major indices hitting all-time records despite ongoing economic
Asher Rogovy
August 29, 2025
Valuations remain at record highs The stock market reached new heights over the past three months, with major indices hitting all-time records despite ongoing economic
Many mutual fund investors pay more in fees than they realize. These costs come directly out of investment returns, reducing an 8% gain to 7%
President Trump signed an executive order on August 7, 2025 directing federal agencies to allow private equity investments in 401(k) plans. This opens the door
Target date funds dominate retirement saving today. According to the Investment Company Institute, 60% of 401(k) participants hold target date funds, with younger participants investing
The rise of remote work has created new opportunities. Some professionals now work multiple jobs simultaneously. The “over-employed” movement has gained attention online. People share
Equity compensation has become a cornerstone of modern employment packages. Yet most people struggle with the tax implications. The rules are complex. The stakes are
Aspiring investors often search for the best college major for an investing career, wondering what degree will give them an edge on Wall Street. Research
August means back-to-school season, and for many families, that brings education costs to mind. Whether you have a newborn or a high schooler, planning ahead
Restricted stock units can transform your financial picture overnight. One day you’re earning a salary. The next day you’re holding thousands of dollars in company
High-growth tech companies are increasingly using stock-based compensation to attract, retain, and motivate top talent. While this form of compensation can provide significant wealth over