Last Week…and actually, up through this Monday’s close – (numbers from last Friday’s close were not captured) … the market went on a four-day dash! US Equities were ALL up. Nearly 4% to more than 10.0 %! Large Cap Value, the lagger moving up +3.95% Small Cap Growth,...
The Presidential Election of 2020 is less than a month away and the atmosphere surrounding this election has many investors unsettled. Coupled with the multitude of changes already facing Americans, the idea of “staying the course” is causing a lot of anxiety. It’s...
Last Week… … bounced back with a boom. US Equities were all up! Nearly 4% at the top Small Cap Value, the leader at +3.86%, is still in the negative YTD Small Cap Growth, on the other hand, is finally a positive 2% YTD Large Cap Value rose the...
From our perspective, the Schwab acquisition of TD Ameritrade is the best of two great worlds. As the announcement of the merge notes, nothing will change for now and they’re giving lots of time to organize transitions for us – their clients. When we decided to...
