News & Insights

Maria Daley, CFP®, Head of Advisor Success & Integration

Maximizing Wealth and Mitigating Risk: Financial Strategies for Defense Contracting Executives

As a defense contracting executive, you operate in a unique financial landscape. Your compensation package likely includes a combination of salary, bonuses, restricted stock units (RSUs), performance shares and/or stock options. Integrating these elements efficiently...

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CIO Update: Market Reaction to Election Results

CIO Update: Market Reaction to Election Results

The results of arguably the most closely watched election across the world are finally in, and the U.S. stock market has reacted positively to Donald Trump’s win and the shift of Senate control to a Republican majority. We are still awaiting the results of the House of Representatives, but expectations are for Republican control in that chamber as well.

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