"To the moon!” This has been the battle cry for speculative investors in recent years as they watched the vast array of cryptocurrency, meme stocks, and shares of fortune 500 companies continually push higher. However, in the frenzy to capitalize on the overly enthusiast market environment, many investors found themselves taking on increasing risk in one (or a handful) of individual stocks, coins, etc.
by: Mariella Foley, CFP®, ADPA®, CDFA® Employees of publicly traded companies often have the option of purchasing company stock in their 401(k) accounts. Over the years, these scheduled stock purchases can result in accumulating a significant amount [...]
Round Table Wealth Management Director, Wealth Advisor Marianne Rodriguez was recently quoted in GOBankingRates. Fitting for Women's History Month, Marianne provides insight on managing finances when faced with challenging life events. Click here to read [...]