Last Week… … the optimistic up and up continued Technology and Healthcare both saw growth of just over 4% Large Growth grew the most! Small Companies continue to do quite well, too Small & Mid Cap Growth are now ahead 9.91% and 7.59% YTD – a...
Most of us know what 401(k)’s and IRA’s are, but these very common forms of investing are often not fully understood or used to best advantage. Fee-Only CFP® professionals and Accredited Investment Fiduciaries (AIF®) are a knowledgeable resource for decisions about...
Last Week… … Cautious optimism continued US Small Companies are streaking ahead of Large US companies with Value continuing to outperform Growth. US Small stocks skipped ahead again by another 1.6% and 1.8 but, stood near 7.0% YTD! While Large Growth stocks...
Last Week… … Bang! The new year is off to a stout start! Small US Companies took the lead right out of the gate. Small & Mid Cap Growth were up 5.66% and 4.27% respectively! While Small & Mid Cap Value nearly kept pace, up 5.12% and 3.41% Healthcare...
I think we can all agree that 2020 was an unprecedented time. Nearly everyone had to face the financial consequences and stress that took over as a result of the coronavirus pandemic. People had an eye-opening look into the validity of any financial planning they...
