Common Cents
*View the video version here Last Week… …was tumultuously explosive! With distractions dying down, relevant news is coming in clearer and this seemed to help investor feelings in the market. US Small Cap Growth benefited the most...
401(k) and IRA Investing Part 2
Our blog today continues on the theme of 401(k)s and IRAs. It is our intent to help you understand these forms of investment accounts and let you know there is help for those who need it. These accounts are well established and used extensively in retirement...
Common Cents
Last Week… … definitely ended on down note *Please note. You may have noticed we have started using a new chart along with this report. For the more nerdy types that would like a visual of our chart, here’s a small example of how to read what you are...
Common Cents
Last Week… … the optimistic up and up continued Technology and Healthcare both saw growth of just over 4% Large Growth grew the most! Small Companies continue to do quite well, too Small & Mid Cap Growth are now ahead 9.91% and 7.59% YTD - a good...
401(k) and IRA Investing Part 1
Most of us know what 401(k)’s and IRA’s are, but these very common forms of investing are often not fully understood or used to best advantage. Fee-Only CFP® professionals and Accredited Investment Fiduciaries (AIF®) are a knowledgeable resource for decisions about...
Common Cents
Last Week… … Cautious optimism continued US Small Companies are streaking ahead of Large US companies with Value continuing to outperform Growth. US Small stocks skipped ahead again by another 1.6% and 1.8 but, stood near 7.0% YTD! While Large Growth stocks...
Common Cents
Last Week… … Bang! The new year is off to a stout start! Small US Companies took the lead right out of the gate. Small & Mid Cap Growth were up 5.66% and 4.27% respectively! While Small & Mid Cap Value nearly kept pace, up 5.12% and 3.41% Healthcare...
Financial Observation for 2021
I think we can all agree that 2020 was an unprecedented time. Nearly everyone had to face the financial consequences and stress that took over as a result of the coronavirus pandemic. People had an eye-opening look into the validity of any financial planning they...
Common Cents
Last Week… … 2020 finally came to an end and proved a curiously good year for both Stocks and Bonds alike. Year-end benchmarks witnessed 18 of 24 asset classes and sub-classes ahead from 2.7% to 47.3%. Here are some Highlights: Technology finished as a...
Keeping New Year’s Resolutions
By: Lois Carrier Setting New Year’s resolutions is a persistent ritual in America. The most common New Year’s resolutions include getting out of debt, spending less, budgeting, increasing savings, dieting, exercising or picking up new hobbies. Unfortunately,...