Whether you’ve had company stock for a long time or it’s new to you, it’s so important to understand the benefits and responsibilities that come with it.

A massive wave of layoffs has hit tech workers, leaving many tech employees concerned about a potential layoff. This can be a very stressful time financially, but there are immediate actions you can take to mitigate the stress and start planning for the future.

On Friday, March 10, 2023, Silicon Valley Bank was shut down by bank regulators. This piece is meant to be an overview of events. Note this is an event where next steps are being updated daily, so answers are subject to change.

We would like to wish you a happy new year and express our sincere gratitude for your continued partnership and trust in our firm, our work, and our people.

Given the current market decline, you may be wondering: is this stock market drop normal or is it unique?

While the nation mourns the conflict underway in Ukraine, we felt it prudent to provide some financial insight on your investment portfolios.