According to the Federal Reserve, homeowners in the United States have a record $18.7 trillion in home equity.  Opportunists have been busy establishing investment companies to “assist” you in accessing that equity.  The home equity investor is a new breed of...

View Video Version Last Week…   …saw some interesting shifts     US stocks were more mixed All Value saw gains, while Growth saw loss Small Cap Value was up the most +4.39% And Mid Cap Growth fell furthest -3.21%   US REITS were down -0.85% while...

View Video Version Last Week…   …Was mixed     US stocks All Value was up a smidge, while all Growth was down a bunch! Value was up enough that the S&P 500 saw some small growth +0.04%   REITS and Commodities saw good gains as well With...

View Video Version Last Week…   …Was a bit lackluster     US stocks were up for the most part Large Value was barely up +0.01% while Large Growth was barely down -0.14% Mid Caps both saw slight gains around 1% Small value is still sitting just under a...

You have worked hard for your money!  You started out getting that education or training necessary to make your own niche in the world and probably learned that what you earned had a great impact on your life.  “Money makes the world go round.”  I’m sure you’ve heard...

Last Week…   …Everything Was up!! What a great week!     In US stocks Health Care saw the biggest change +3.38% Large and Mid Cap Growth outperformed Value – but only just In Small and Mid Cap Value did better than Growth (+1.58% and +1.04%)   In...

April is Financial Literacy Month and a great time to start educating our children about managing money.  Developing and establishing healthy financial habits early in life are big steps toward helping children achieve a sound financial future.  While there is a lot...

*View the video version here Last Week…   …Just about everything came up     In US stocks, everything was up EXCEPT Small Caps, which broke the trend this week. They lost ground for a change with Growth down 0.05% and Value down 0.03% - Gasp! Large and...

*View the video version here Last Week…   …Most things were up     In US stocks, everything was up but Healthcare Looks like the heavy lifters took a short breather to let the laggers step in and take up some slack Small and Large Value were up the...

*View the video version here Last Week…   …Equity markets were mixed     US equities Although Health Care lost some ground (-1.14%) it is still in the positive YTD Valiant Small Caps were up the most with Small Value +1.93% and Small Growth +3.10% Mid...