5 Vaccine Distribution Investment Opportunities By: Stacey Nickens This past month, Moderna and Pfizer (in partnership with BioNTech) released promising vaccine results. Pfizer and BioNTech said their candidate was 90% effective, and Moderna said their vaccine was 94.5% effective. The companies have since applied for emergency use authorization for their respective vaccines. With vaccine distribution [...]
5 Steps for Understanding Your Retirement Spending Needs By: Stacey Nickens Many of my clients list their primary savings goal as saving for retirement. However, this goal can feel general and amorphous. It can be helpful to better understand your specific spending needs in retirement and save for those needs. Moreover, planning for retirement goes [...]
3 Ways to Donate from an Investment Account By: Stacey Nickens There's nothing quite like waking up on Christmas morning, presents stacked high under your tree. However, the giving season is never quite complete without giving back to the broader community. This year, consider three different strategies for giving from your investment accounts. These [...]
The Stock Market This Week: November 30 - December 4 By: Stacey Nickens Earnings Reports Salesforce reported earnings per share of $1.74 and revenue of $5.42 billion in Q3. Both their EPS and revenue clocked in above expectations. Despite that, some analysts were concerned about a drop in Q3 billings as well as margin pressure [...]
Developing an Estate Plan: Drafting a Will and Designating Powers of Attorney By: Stacey Nickens Christmas wish lists were popularized in the late 1800s. An illustrator, Thomas Nast, published a series of pictures depicting Santa Claus reading letters from naughty and nice children. Nast later drew and published a picture of a child mailing [...]
Developing an Estate Plan: Create a Master Directory By: Stacey Nickens I've always been a planner. When I homeschooled my children, I loved making their daily checklists and printing those checklists on pretty, bordered stationaries. I'm known for my love of calendars and flash cards, and I've never seen I list I didn't like. However, [...]
Positions I'm Watching: Industrial REITs By: Stacey Nickens Last week, Pfizer announced that their vaccine was 90% effective when tested on a small group of individuals. This news pushed the market away from growth equities towards value stocks. The move came as investors began to have hope that the pandemic's hardest-hit industries, such as airlines [...]
The Stock Market This Week: November 16-20 By: Stacey Nickens Earnings Reports Walmart reported earnings per share of $1.34 and revenue of $134.7 billion in Q3. Both their EPS and revenue clocked in above expectations. Walmart executives attributed their strong third quarter to a growth in e-commerce. Home Depot reported earnings per share of $3.18 [...]
The Stock Market This Week: November 9-13 By: Stacey Nickens Earnings Reports McDonald's delivered an upbeat earnings report, posting earnings of $2.22 per share compared to the estimated earnings of $1.90 per share. U.S. sales picked up in the third quarter and helped the fast food chain. Beyond Meat reported a loss of $0.28 per [...]
5 Strategies for Managing Your Employer-Sponsored Retirement Plan By: Stacey Nickens Pension plans have traditionally funded many American's retirements. However, pension plans are becoming increasingly uncommon. In their absence, more retirees are relying on 401(k)s, 403(b)s, or 457 plans. However, I often find that individuals do not take an active role in managing or reviewing [...]
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