Osaic Super OSJ Affiliated Advisors Lands 30 New Teams in Q1

Published on May 9, 2025

Founder and President Rita Robbins says disruption and the desire for personalized support have helped attract advisor teams with about $1.5 billion in client assets.

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Should I Exercise My Stock Options? (And When It Makes Sense to Wait)

May 9, 2025
Exercising stock options is a big decision. It involves risk, cash, taxes—and timing.Unlike RSUs (restricted stock units), which vest automatically and show up in your account, stock options require you to actively choose when to exercise. And that means you’re putting money on the line. So the natural question is: should you exercise stock options now – or wait?Let’s walk through the basics, the

Dividend Hikes Offer Optimism Amid Tariff Turmoil

May 9, 2025
S&P 500® earnings per share estimates have come down sharply. According to FactSet, calendar year 2025 is now expected to show $266 in operating EPS for the Index.