WorthWhile Reading

401(k) and IRA Investing Part 1

401(k) and IRA Investing Part 1

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...

read more
Common Cents

Common Cents

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...

read more

Common Cents

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...

read more
Financial Observation for 2021

Financial Observation for 2021

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...

read more
Common Cents

Common Cents

Last Week…   … 2020 finally came to an end and proved a curiously good year for both Stocks and Bonds alike.   Year-end benchmarks witnessed 18 of 24 asset classes and sub-classes ahead from 2.7% to 47.3%. Here are some Highlights: Technology finished as a...

read more
Keeping New Year’s Resolutions

Keeping New Year’s Resolutions

By: Lois Carrier   Setting New Year’s resolutions is a persistent ritual in America.  The most common New Year’s resolutions include getting out of debt, spending less, budgeting, increasing savings, dieting, exercising or picking up new hobbies.  Unfortunately,...

read more
Common Cents

Common Cents

Last Week…   … Things evened out a bit     US stocks are still in rotation The Dow, S&P, Technology and Healthcare lost some momentum, but losses were under 2% Large Value went down just a little -0.63% Mid and Small Value fell a bit as well: -0.76%...

read more
Common Cents

Common Cents

Last Week…   … the rotation pattern continued as the market is healing in the places previously hurt the most!     US stocks continued in their growth Technology and Healthcare rose a whopping 3.58% and 3.34% Mid and Small Cap Growth and Value also rose...

read more
Family-oriented Rental Housing

Family-oriented Rental Housing

Renting a “home” is no longer solely for singles or couples starting out on their own.  Family renters are decidedly on the rise, keeping in mind that there are many different types of “family units” today.  This is a dynamic that has been evolving in the housing...

read more
Common Cents

Common Cents

Last Week…   … was kind of dull - because everything was up!     Large US stocks joined the small in strong growth The Dow set a new record and was up +2.35% S&P also rose a respectable +2.57% Large Growth rose +3.24% Small Cap Growth led the way...

read more