2022 Third Quarter Update

If you’ve ever spoken to anyone who has run a long-distance race, swam an endurance swim, or competed in an endurance event of any kind, they will tell you about the euphoric moment of finishing or even winning the event, but often the pain of training and enduring is left out. Similarly, when investing we talk about our wins or how we completed our financial goals, but we fail to share the pain or anxiety that comes with that at times. Unfortunately for many of us in our marathon of investing, we are in the midst of training season and now is a difficult time.

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).