Tag: ESPPs

Investing October 23rd, 2020

The Pandemic and Equity Compensation

COVID-19 has completely upended Americans’ financial lives, so it should be no surprise that many people have resorted to exercising stock options and other forms of equity compensation to address pressing needs.

Products December 12th, 2019

Investment Product and Service Launches

Fidelity announces expected SMA launch; Pershing integrates managed accounts to new annuity order platform; Ballast introduces equity strategies on Schwab managed account platform; and more.

UPCOMING EVENT MORE

PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual Conference

MARKET MIRROR

Friday, the Dow lost 149.06 points (0.42%) to finish at 34,935.47, the Nasdaq closed 105.59 points (0.71%) higher at 14,672.68, and the S&P 500 decreased 23.89 points (0.54%) to 4,395.26. The Russell 2000 was down 13.78 points (0.62%) at 2,226.25, and the Wilshire 5000 fell 295.00 points (0.64%) to 45,707.99.

The price of the 10-year Treasury note was up 4/32, decreasing its yield to 1.230%. The price of the 30-year Treasury bond increased 6/32, bringing its yield down to 1.897%.

For the week ending July 30, the Dow was down 0.36%, the Nasdaq fell 1.11%, and the S&P 500 decreased 0.37%. The Russell 2000 gained 0.75%, and the Wilshire 5000 finished 0.51% lower.