Teaching your children the importance of saving money can be a struggle. If the idea is forced and the child doesn’t understand why they can’t just buy the toy they really want instead of putting their money away, they might grow to resent it. How do parents...

  Last week…   …WOAH! What a week!     US Equities, with exception of Health Care surged ahead.  You can see the illustration above for just how much, but look at the numbers below:   Large Growth up 2.84% Large Value up 2.08% Mid Growth Up...

  You have been living under a rock if you haven’t experienced the variety of supply shortages that have come and gone since the pandemic, but now there are new words that are striking fear in holiday shoppers…. supply chain and inflation! Hold on to your Santa...

Last week…   The pattern changed up with all US Growth stocks surging ahead, leaving all US Value behind. US Large Growth jumped 3.5%, more than tripling US Mid and Small Growths’ advances. US Mid and Small Value both slipped -1.2%.        ...

  Prioritize your holiday plans now! Make a list of all the things you need or would like to do between now and the new year. Be sure to include travel, gifts, dinners and parties. Rank your holiday wish list and be sure your budget reflects your plans! For...

Last week...   Again, as the week before, all equities – US and Foreign gained significantly.     US Growth and Value stocks both moved more in tandem this week with Mid Cap Growth streaking ahead of all others – ahead for the week by over 3.0%! Large...

  Consumers are expected to spend a record $10.14 billion on Halloween this year, according to the National Retail Federation. That's up from $8.05 billion last year when the Centers for Disease Control & Prevention suggested most avoid trick-or-treating. The...

    These money scares shouldn't make you hide under the covers.   Ghosts, goblins and monsters under the bed scared us as children. As adults, we tend to be more frightened by our finances. So instead of pulling the covers over your head this...

Last week...   … all equities - US and Foreign gained significantly.     US Growth stocks trounced Value stocks by nearly 1.0%. Large Growth companies retook the lead from Large Value YTD. It’s a very different story for Mid and Small-Caps where Value...

  It’s not all about money! If you aren’t healthy, mentally your money habits are surely impacted.   Let’s face it, money and emotions cohabitate in our psyche. Whether we would like to admit it or not, our relationship with money is often tied to our mental...