Common Cents

Common Cents

  Last week…was another choppy week at sea.     US Equities continued their trend from the previous report with value outperforming growth across the board. In the US only Large, Mid & Small Value are positive YTD.   REITS, both US & Global...
Roth Conversions

Roth Conversions

  Roth IRAs wear many hats. They provide a vehicle for tax-free growth, they permit early access to savings if needed, and they eliminate mandatory distributions in retirement, enabling wealthy seniors to pass along a potentially bigger financial legacy to their...
Common Cents

Common Cents

  Last week…was the first full week in the 2022 market, and it was a little choppy.  Since this was the first week of 2022, there will be no graph until we get a few more weeks under our belts.   US Equities were mixed, with Value taking the early lead this...
Common Cents

Common Cents

Last week…   …the markets ended the year mostly adding to prior gains. This weeks’ graph includes a bar for 2020’s full year returns illustrating the dramatic rotation seen throughout 2021.     We note especially the craters out of which Value stocks...