WorthWhile Reading

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...

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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...

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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...

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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...

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10 Ways To Make Extra Money In 2022

10 Ways To Make Extra Money In 2022

  It seems that having a side hustle is becoming more and more common place in today’s economy. Whether we need to make more, want to get to a goal faster or just want the extra cushion in the bank there are a multitude of ways to navigate the “side hustle.” If...

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Common Cents

Common Cents

  Last week…   …the markets clawed back some ground.     As illustrated in the graph, most asset classes had a major comeback last week, not quite returned to previous highs, but a positive move nonetheless.   US Large Cap companies saw the...

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Common Cents

Common Cents

  Last week…   …investors seemed to take the flight to safety.     All US Equities were down from the previous week.  There were no discernable patterns between either Large, Mid and Small Companies or Growth and Value Companies. Technology was...

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Fun Financial Christmas Facts

Fun Financial Christmas Facts

  No 1. COVID Christmas time While COVID has led to some unfortunate economic circumstances, research shows that people are ready to dish out some cash for the holidays. In fact, consumers are planning to spend an average of $730 on holiday expenses this year,...

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