A client recently requested a video explaining the difference between mutual funds and exchange traded funds (ETFs). We’ll start with a blog, but watch for a video to come soon. This week, we’ll talk about the similarities between mutual funds and ETFs. We found a...
Last week… …was a great week for U.S. Equities. Since September 2020 we have been talking about market rotation, i.e. value companies and small companies have been outperforming growth and large companies. This rotation has continued for most of 2021, but...
Last week… …most equities blew off some steam. All U.S. equities were down from 0.13 (Health Care) to over 6% in Small Growth. Large companies were down the least while small companies were down the most. Mid companies hung out in the mid-dle (See...
20 Summer Savings Tips By Ramsey Solutions 7~23~21 During the pandemic, many people learned how much money they could save—by not doing anything. Vacations were canceled, there were no fights about school lunch money, and all the usual entertainment hot spots were...
Last week… …ALL BONDS WERE UP! That’s right! We’re switching things up this week, starting with our fixed income report. Even though the movement in bonds was little, it was still nice seeing them all inch up a bit. The two that are down...
