An activist investor is an individual or group that purchases large numbers of a public company’s shares and/or tries to obtain seats on the company’s board with the goal of effecting a major change in the company, according to Investopedia. In the case of Trian Partners’ Nelson Peltz, his desire to gain a seat on […]
Insomnia Guide: When a Loved One Passes Away
One of our most important responsibilities to our clients is providing guidance when it is needed the most. When the unthinkable but inevitable happens, be it sudden or expected, all of our logical senses do not make any sense at all. During these times, it is often difficult to make decisions and to know what […]
Do You Know Where Your Money Goes?
Important to everyone, especially graduates entering the workforce full time, to know who is getting a slice of your paycheck. Knowing this will help you stay within your means and form a good budgeting habit. Check out the graph below for a visual representation of where your money is spent – from your paycheck to […]
2016: Year in Review
2016 was certainly full of drama. We began the year with a volatile start to the stock market and concluded it with a post-election, year-end rally. We saw one of the most contentious elections in the U.S. We said goodbye to some well-known entertainers. Internationally, the British voted to leave the European Union and that […]
Perspective Archives
Rachel Wakefield 04/21: Retiring LIBOR and the Quest for a Replacement Rate 01/21: Leadership Change: Is it Time for a Value Comeback? 10/20: Casualties of the Pandemic: Employment and Job Market Trends 07/20: Market Disruptions: The Supply/Demand Disequilibrium 04/20: Doing What You’d Rather Not: The Deleterious Effects of Social Distancing 01/20: Keeping Big-Picture Focus in […]
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