Last week... ……was a good but mixed week for U.S. Equities..   We noted lately Large Growth and Value beginning to close the gap between their performance this year after riding teeter totter for several week.  Now, that path has merged with Growth slipping...

A client recently requested a video explaining the difference between mutual funds and exchange traded funds (ETFs). We’ll start with a blog, but watch for a video to come soon. This week, we’ll talk about the similarities between mutual funds and ETFs.  We found a...

Last week... …was a great week for U.S. Equities.   Since September 2020 we have been talking about market rotation, i.e. value companies and small companies have been outperforming growth and large companies. This rotation has continued for most of 2021, but the...

Last week... …most equities blew off some steam.     All U.S. equities were down from 0.13 (Health Care) to over 6% in Small Growth.  Large companies were down the least while small companies were down the most. Mid companies hung out in the mid-dle (See...

20 Summer Savings Tips By Ramsey Solutions 7~23~21 During the pandemic, many people learned how much money they could save—by not doing anything. Vacations were canceled, there were no fights about school lunch money, and all the usual entertainment hot spots were...

Last week... ...ALL BONDS WERE UP!   That's right! We're switching things up this week, starting with our fixed income report. Even though the movement in bonds was little, it was still nice seeing them all inch up a bit. The two that are down most YTD were up...

Last week we discussed how much to contribute to your 401(k), but what if you have additional discretionary income or not match? Do you add it to your 401(k) or an IRA?   If you are already contributing up to your employer match, a way to invest additional cash...

Last week... …the teeter totter switched again!     Growth pulled the switch and outdid value for another turn this week. We also noted an interesting trend in US Equities. Large companies were up from the previous week while Mid and Small Companies were...

This is a question we receive very often! There's an easy answer and a hard answer.  First things first, the easy answer:  Contribute at least enough to earn all of the matching dollars that your employer offers. Whether that match is small or large, it amounts to...

Last week... ….ALL equities were back up!   +   And the children continue to play on the Growth-Value teeter totter. We’ve switched yet again and Value has come out on top for week  to week performance. Not only that but the asset classes that were hit the...