Have a wonderful Fourth of July Weekend! Our country is free thanks to those who fought, our founding fathers and those who continue to serve and fight for our freedom! We THANK YOU!   Enjoy some fun stats...   Source:...

Last Week...   “What the market giveth, the market will taketh away” – that’s the theme this week.   Nearly all asset classes both equity and fixed income were down. U.S. Large Growth and Technology were the only two up from the previous week.   And the...

How To Balance Saving for Tomorrow and Living For Today Striking a balance between spending your money now and saving for the future is certainly harder than it sounds. How do you know if you are on track to reach your goals? What does “on track” even mean? Here are 5...

Last Week…   …the Growth-Value teeter-totter teetered the other way.     You may recall in last week’s report, U.S. Equities saw Value outperforming Growth across Large, Mid and Small companies. This week, we teetered the other way – Growth outperformed...

Guidelines for an Emergency Fund 2020 was an eye opener for everyone when it comes to finances. Uncertainty swirled, jobs were lost and many families faced hardships. One thing for sure - 2020 showed why is it essential to have an emergency fund. We found this great...

E-bikes, scooters and bike sharing compose the upcoming wave of the future for urban transit.  Present modes of city transportation, i.e., cars, buses, trains, are not keeping up with the growing population and are only adding to congestion, emissions and delays. ...

Last Week… ...As suspected the “shift of momentum” last week from value to growth was a pause and a brief one at that as value once again trounced growth in the U.S.     Large Value +1% vs. Large Growth +.15% Mid Value +1% vs. Mid Growth -.4% Small Value...

Last Week…   …Most everything was up     All EXCEPT for Healthcare, -0.28%   US stocks changed things up a little… Technology gained +2.42% but that was still behind both Mid and Small Growth In fact, there was a shift in momentum from Value to...

Retirees are facing many questions about their financial futures and quickly coming to the realization that it’s not going to be easy to make decisions about retirement in our confusing times.  Many of our clients have come to us seeking an advisor, either as a change...

View Video Version Last Week…   …Stink, Stank, Stunk!     US stocks – both Growth and Value stumbled But Growth had a bigger slip, perhaps because it’s been doing so well in weeks previous Large Cap -2.43%, Mid Cap -2.38% and Small Cap -2.78% For Value...