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Publix® Stock Ownership

Publix is one of the largest, if not the largest, employee owned companies. One of the main benefits to working for Publix is the access to owning Publix stock. Currently, there are generally only three ways to acquire ownership: Buying stock outright in your name, buying stock in your SMART Plan (your 401k), or in the PROFIT Plan (the ESOP).

I Bonds- Treasury Securities for Inflation

What are I Bonds?

I Bonds are savings bonds that earn a combined interest of the rate of inflation and a fixed interest rate for the life of the bond. Through the end of October 2022, a I Bond is paying over 9% in interest.

Q2 Market Update

In November of 2019, I had the opportunity to visit the JPMorgan Headquarters in New York for a conference and attend an economic update by one of my favorite economists, Dr. David Kelly. His presentation was being prepped to begin and was titled something like “2020 Vision: Insights for Next Year”.

Q1 Market Update

The first quarter of 2022 has been somewhat of a head scratcher for investors. With everything that has transpired like Covid and the Russian-Ukraine crisis many investors are asking “What’s going to happen next?” To answer that question, lets take a look at what has happened and what may happen next.

So, what happened in the First Quarter?

Is now a good time to buy stocks?

That’s a question that comes up frequently in investing and given the news headlines over the past few weeks, it is understandable to be asking that question. As the coronavirus headlines have taken a backseat to the Russia-Ukraine Crisis, the markets have seen heightened volatility as investors are digesting what all this means. While the situation overseas is deeply concerning, the associated market volatility can be a good thing.