Last Week…   … Things evened out a bit     US stocks are still in rotation The Dow, S&P, Technology and Healthcare lost some momentum, but losses were under 2% Large Value went down just a little -0.63% Mid and Small Value fell a bit as well: -0.76%...

Last Week…   … the rotation pattern continued as the market is healing in the places previously hurt the most!     US stocks continued in their growth Technology and Healthcare rose a whopping 3.58% and 3.34% Mid and Small Cap Growth and Value also rose...

Renting a “home” is no longer solely for singles or couples starting out on their own.  Family renters are decidedly on the rise, keeping in mind that there are many different types of “family units” today.  This is a dynamic that has been evolving in the housing...

Last Week…   … was kind of dull - because everything was up!     Large US stocks joined the small in strong growth The Dow set a new record and was up +2.35% S&P also rose a respectable +2.57% Large Growth rose +3.24% Small Cap Growth led the way...

Last Week…   … Everything seemed to settle a bit     Some of the big players in US stocks lagged a bit, while others saw minimal gains Health Care took the hardest hit -3.08% Technology lost just over -0.5% Small Cap Growth and Small Cap Value gained...

  Thanksgiving is on the horizon and most of us are trying to decide how to celebrate the holiday this year.  One thing we can be thankful for is that a vaccine will be available soon.  With that hope in mind and an eye ahead for a brighter outlook, we thought it...

Last Week…   … another significant twist in the ongoing rotation we’ve been tracking emerged.     A rotation in the pattern that has already been taking place, to be precise. We are now seeing the opposite effect as investors no longer head for ‘safety’...

Covid-19 has had a devastating impact on the American economy.  However, many businesses were able to survive and even flourish either by expanding or adjusting their products or services to meet customer demand.  Let’s see what businesses have blossomed this year....

Last Week…   … the market did a complete 180!     As we forecast (in spite of the widely unanticipated outcome and unsettled issues for some) the passing of election day and the hope of a vaccine - an optimistic view appears to have filled the greatest...

It is a rare privilege to be among the few Fee-Only Financial Advisory firms who are members of NAPFA, the nation’s leading professional association of Fee-Only, Certified Financial Planner™ professionals.  Given there are over 600,000 licensed brokers known to...