November 2025 market update

With the longest government shutdown on record set to end, we can start to assess how big its impact may have been on markets and the economy.

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11.17.2025

What is Section 16, and does it apply to me?

Section 16 let's regulators monitor trades by key company employees; it doesn't apply to everyone, but if you're subject to it, it's critical you follow the rules.

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10.27.2025

What are 10b5-1 plans?

If you are in possession of material non-public information about a stock, you can still sell shares... as long as you follow a few key rules.

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10.27.2025

Retirement checklist

Retirement planning spans decades, so we created a checklist with sections broken down by decade. Use not now, and in the future, to make sure you're on track.

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09.24.2025

3 regulations every high-ranking executive should know about

As you get promoted at a company, you may be subject to new or increased regulatory scrutiny. Here are three regulations you should ask about or be aware of.

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10.27.2025

What is Rule 144?

If you're high up in a company, or own a significant amount of shares, you may face limitations on the number of shares you can sell. Here's what you need to know.

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10.27.2025

October 2025 market update

The Federal Reserve finally cut rates by 0.25%, the first rate cut of the year. Now, investors wait to hear whether more can be expected.

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10.16.2025

September 2025 market update

Jobs are THE story in September 2025. We didn't just get a worse-than-expected jobs report for August, revisions to previous months show the economy actually lost jobs over the summer—the first time that's happened since December 2020.

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09.17.2025

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