Featured Wellington Outlooks
As we approach the end of a very challenging year, investors continue to feel their way through an economic and market environment in which history offers limited guidance.
The merger or acquisition (M&A) of one company by another raises significant issues for their 401(k) plan. A knowledgeable financial professional can provide valuable assistance to the plan sponsors and fiduciaries in that process.
A group of investors decided to purchase stocks and call options on a select group of stocks in an effort to drive their prices higher—and they succeeded in the short term.