Retirement
Building a well-balanced investment portfolio requires more than just picking individual stocks. Investors who want to optimize their risk-adjusted returns often turn to exchange-traded funds (ETFs) and Modern Portfolio Theory (MPT)to create a diversified, efficient investment strategy. This article
Retirement
Investing is not just about picking the right assets—it’s about how those assets work together to achieve an optimal balance of risk and return. One of the most widely used frameworks in investment management is Modern Portfolio Theory (MPT). Developed by economist Harry Markowitz in 1952, MPT provi
Tax Strategies
When it comes to equity compensation, companies often offer employees stock-based incentives to align interests and reward performance. Three common forms of equity compensation are Incentive Stock Options (ISOs), Non-Qualified Stock Options (NQSOs), and Restricted Stock Units (RSUs). While they sha
Market Update
For those of you transitioning to Rigden Capital Strategies, we want to assure you that while we’re working to relink your accounts, we’re keeping a close eye on the markets. We expect to have Client Agreements ready to link to your accounts within the next few days. For our planning clients, we’ll
Retirement
Market uncertainty is at the forefront, and the volatility is evident as prices swing wildly. The VIX, often called the market's "fear gauge," reached a year-to-date peak on Tuesday (3/4/25), surging over 50% in the past month alone. While we could dive into a flurry of statistics, let’s step back a
Market Update
Investing can feel like a rollercoaster, especially when economic news and speculation about the state of the economy shift. Our advice? Stay disciplined—stick to your long-term plan and don’t let short-term noise throw you off. We’re watching the markets closely, analyzing the latest data, and adju