Let’s start with a pop quiz. Where are your important papers? Your Will, Advanced Medical Directive or last year’s tax return? Did you answer “I don’t know.” For many that is exactly how you answered and if you didn’t, you get an A+. Oh, the rest of us could...
Last Week… … saw a recurring pattern. As seen earlier this fall, Mid and Small Value saw some progress, while all Growth took a step back Small Cap Value +1.15% and Mid Cap Value +1.97% Large Cap Growth -1.21%, Mid Cap Growth -0.88% and Small Cap...
Today our country continues to grapple with a global pandemic. Many Americans find themselves unable to shake the negative physical and emotional stress that has plagued them for months – and it’s difficult for many to see an end to the devastation. But Americans...
Last Week… … The only equity asset class that wasn’t down was Commodities – GASP! And bonds benevolently bubbled blithely up, with exception of Foreign Bonds. And that’s all we’ll say about the ups and downs. Of particular interest to us...
Life changes are transitions or periods of change from one life phase to another. Some are more pronounced than others and some blindside us more than others. But there are usually personal and financial decisions involved and everyone seems to have their own way of...
