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A “Top Heavy” Stock Market

There has been much discussion recently about the stock market being “top heavy” because of massive tech companies that have been the leaders of the US market. Stocks like this are affectionately known as FAANG stocks, an acronym for Facebook, Apple, Amazon, Netflix, and Google, and I would be remiss if I didn’t also mention […]

WealthPoint Town Hall Webinar Summary

WealthPoint recently hosted a town hall webinar with Apollo Lupescu of Dimensional Fund Advisors to discuss the current state of the markets and what investors should do next. Apollo Lupescu is a Vice President at Dimensional Fund Advisors, where he started in 2004 after finishing his PhD in economics and finance at the University of […]

Employee Stock Ownership Plans (ESOPs) vs. 401(k) Plans

An ESOP (Employee Stock Ownership Plan) is a type of retirement plan. An employer contributes its own company stock into an account for each qualified employee.  This allows the employee to build up ownership in the company, and the value of that ownership grows as the company does well and profits. This also provides an incentive for employees to stay at their jobs, work […]

Understanding the CARES Act

On Friday, Congress and President Trump passed the largest stimulus bill in history worth $2 trillion to the U.S. economy. This will have wide reach in our country in pursuit of calming investors and releasing assistance for those affected by COVID-19. Below is a summary of key components of the bill.   For Individuals Checks […]

What to Consider During a Bear Market

Life as we know it has been significantly impacted the last month or so.  Kids are home from school, businesses have shuttered, folks have been laid off, governors have issued shelter in place orders… the list goes on.  While these times are tough, I think it helps provide perspective on what’s important in life, such […]

Coronavirus and the Stock Market

  News headlines around the world are being dominated by the spread of Coronavirus.  While this disease is very serious, I want to focus on the impact to investors and financial markets.  As you know, stocks have reacted negatively to the virus outbreak.   As of March 3rd, the S&P 500 is down over 10% in […]
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