Money tends to find a home. When financial conditions are loose, those homes go from strong and sensible to shaky and speculative. When financial conditions tighten, the shaky investments tend to go first.

Direct indexing is a strategy that involves purchasing the individual stocks that make up an index, rather than buying the index fund or ETF to track that same index.

One reason Consilio Wealth Advisors went independent, was to access a greater variety of investment & technology solutions for our clients. With improved flexibility, we’re now able to provide our clients with greater value.

After being confined to their homes, Americans are spending on long-delayed vacations, weddings, etc. The shift has caused demand to increase for hotels, car rentals, and airlines. All of these industries are working to build back staff headcount, since purging in 2020.

No matter what you do for a living or your future goals, it’s important to ensure your hard-earned dollars are safe and accounted for. One of the best ways to keep track of these items is by doing an annual review, focused on unclaimed assets, credit reports, and password security.

What once were high flyers, Netflix, Meta, and Paypal are moving to the Russell Value 1000 Index. What makes these companies suddenly classified as “value”?

Are you searching for more information on the differences between an RSU vs options like NQSOs and ISOs? To get the right stock options for your needs–and for valuable advice on using these options–read on.

The market sentiment shifted from high inflation to possible recession. The first half of the year is a gentle reminder that not everything is permanent.

The S&P500 had recently entered the bear market territory, an arbitrary mark of 20% down from previous highs. If you’re wondering, “what is a bear market?” We broke it down for you.

The S&P 500 entered bear market territory (20% loss) during the second week of June. Inflation has taken over as the main worry on every investor’s mind. Going back to the 1950s, consumer sentiment has averaged 86. The latest reading at 50.2, the lowest on record.

As a Microsoft employee, one of the key elements of your compensation plan are your stock awards - aka restricted stock units (RSUs). Microsoft RSUs can be extremely beneficial if you know what steps to take. Keep reading for a complete guide.

Remember when the markets were volatile, and you were hesitant to buy at every chance you got? Here’s a recap from the future (2032).

Tax-efficient investing is a great way to reduce your taxes and reach your financial goals. Here are investments to consider.

Maximize your tax deductions with these year-end tax planning opportunities in mind.

Series I bonds hit the news a few weeks ago and are currently yielding 7.12%. Should you buy one???