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...

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...

  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...

  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...

  The holiday season can get you out of your financial groove so let’s make sure you are ready for the new year! Here is a short checklist to help guide your finances smoothly into the New Year!   REVIEW YOUR CREDIT CARDS   We suggest budgeting for...

  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...

  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,...

  Last week…     …the market was spooked!     By what? Possibly the announcement of another COVID variant.   We only had two asset classes across both equities AND fixed income that showed a gain from the previous week. Those winners were...

  A credit score is a number that tells a lender how risky of an investment you are. The higher your credit score, the lower the risk you represent to the lender. Two individuals with vastly different scores may both be offered a loan, however the person with the...

  Last week…   …was not as awe inspiring as the previous week.   Half of US Equities let off a little steam.  It’s like when you're cooking pasta on the stovetop. The water reaches a boil, the pasta is added, but sometimes some of the water bubbles over...