Last week...   …the chart tells several interesting stories.   For a first this year, US Large Value stocks inched ahead of Large Growth stocks. That’s another great tribute to the turnover in the market. A very good sign.   Large companies zigged...

Go Big, Then Stop (Part 2)   How Much Will Delaying Cost You?   Let’s say that you want to enjoy the first decade of your career and you don’t want to worry about savings. That’s completely fine and reasonable. But, how much will this cost you in the long run?...

Last week...   ...the chart speaks for itself.       All US Equities were down, except Small Value. We noted the familiar pattern of Value outperforming Growth again.  Even though Mid & Large Value were down from the previous week, it was not...

  Go Big, Then Stop   Go big, then stop. This phrase might not mean anything to you yet, but in a few moments it will. Put your future finances on easy mode and build wealth for decades while doing nothing!  How does it work? You save as much as you can as...

Last week...   ...most US Equities were back up.     Yet again, Value companies outperformed growth companies in the US. Small Value companies were up the most, followed by mid value then large value. Year-to-date Small Value is still the leader with...

Last week...   ...we noted more redistribution of the US Equity asset classes.     Lois put together a great video demonstrating what we mean when we say “US Equities are evening out.” Imagine six buckets, each representing Large Growth, Large Value,...

  Grow Your Savings 16x Faster   Part of being prepared for retirement is having a good chunk of money available now, too. If you have a healthy savings account, you won’t have to worry about dipping into your retirement fund early (which can come with hefty...

  You don’t have to be a millionaire at retirement buuuut it is more fun!  Start early, contribute regularly and watch your money grow!  Here are a couple of quick tips to help you reach Millionaire status.  Next week we’ll share a couple more.   Make Smart,...

Last week... ...everything was down except a couple bonds.   These numbers don’t really surprise us. Historically, with the end of summer/beginning of fall the market tends to slow down a bit. August and September are known to be the lowest performing months....

Last week... ...was overall a good week for the market.   US Growth companies went up while Value went down from the previous week. Mid companies did the best overall. Mid Growth was up over 2% Mid Value slipped less than Large and Small   If you reference...