by Louis Odette | Jul 29, 2025 | Investment Commentary
MARKET RETURNS: What a quarter! Global equities ended up posting double-digit gains after an initial sell-off in reaction to “Liberation Day” tariff announcements. The S&P 500 briefly entered bear market[1] territory intraday the following week, then finished at...
by Louis Odette | May 19, 2025 | Financial Planning
Many businesses offer an employee stock purchase plan (ESPP), an incentive that allows employees to buy company stock at a discount from its current fair market value. Here’s what to consider if your employer offers such a plan: Should You Participate in Your...
by Louis Odette | May 14, 2025 | Financial Planning
Restricted stock units (RSUs) have become an increasingly common way to compensate employees across many industries. When these company stock grants vest, recipients face an important decision: sell the shares immediately or hold them for future potential growth? In...
by Louis Odette | Apr 9, 2025 | Uncategorized
MARKET RETURNS: It’s not lost on us that the market turbulence over the first few trading days of Q2 has rendered Q1 performance commentary outdated. While prices remain volatile, year-to-date through April 7: foreign stocks have been more resilient than U.S....
by Louis Odette | Mar 25, 2025 | Financial Planning
As we move deeper into 2025, investors are watching several key market trends, including AI’s impact on valuations, shifting interest rates, and evolving government policies. In a recent discussion, our team at Opes Wealth examined the market performance of 2024 and...
