Oct 11, 2024 | Quarterly Reviews
2024 Third Quarter Review and Outlook In the third quarter, the S&P 500 Index rose by 5.89%, bringing its year-to-date return to 22.08%. This growth was primarily driven by gains in the consumer discretionary, industrial, and utilities sectors. In a somewhat...
Aug 28, 2024 | In The Media, News
MoneyGeek – Best Life Insurance for 50-Year-Olds in March 2024 Why is life insurance more expensive for people over 50? Life insurance typically costs more for individuals over 50 due to several age-related factors. Firstly, increased health risks come into...
Jul 18, 2024 | Quarterly Reviews
2024 First Half Review and Outlook In the first half of the year, the S&P 500 Index delivered a 15.64% return, fueled by significant gains in artificial intelligence and chip stocks, especially Nvidia. Large-cap domestic stocks have once again outperformed other...
Jun 26, 2024 | Recommended Reading
Hedging Low-Cost Basis Stock Using Options Using options for a low-cost basis concentrated position involves leveraging options to manage risk and potentially enhance returns. Writing a call option and buying a put option are two different strategies used in options...
