Bursting the Complacency Bubble

Published on January 23, 2025

As we welcome a new year and its many possibilities, it’s important to reflect on where the markets and investor psychology sit on the pendulum of greed and despair.

Continue reading on website
Other news

Rebuilding Hope: Immediate Assistance and Financial Guidance for Wildfire Victims

January 23, 2025
State and federal agencies are providing immediate assistance and financial aid for essentials for wildfire victims in California. Our Bill Cass shares some financial strategies to secure emergency funds and plan finances.

Should You Exercise Incentive Stock Options in January? A Simple Guide

January 23, 2025
If you’re a tech employee, founder, or executive with incentive stock options (ISOs), you might be wondering when the best time to exercise them is. Maybe you’ve heard that January is the ideal month, but you’re not sure why—or if it even applies to you.You’re probably asking this question if:You’re trying to avoid paying too much in taxes.You’re unsure how long you should hold your shares after e