Common Cents
Last Week… … the market reflected the unease and stress of uncertainty around us. Keep in mind that, while last week ended in a sell off, this week (through Wednesday morning), has advanced well beyond these negative numbers. As we write, the...
Getting Organized
Let’s start with a pop quiz. Where are your important papers? Your Will, Advanced Medical Directive or last year’s tax return? Did you answer “I don’t know.” For many that is exactly how you answered and if you didn’t, you get an A+. Oh, the rest of us could...
Common Cents
Last Week… … saw a recurring pattern. As seen earlier this fall, Mid and Small Value saw some progress, while all Growth took a step back Small Cap Value +1.15% and Mid Cap Value +1.97% Large Cap Growth -1.21%, Mid Cap Growth -0.88% and Small Cap...
PERSISTENCE
Today our country continues to grapple with a global pandemic. Many Americans find themselves unable to shake the negative physical and emotional stress that has plagued them for months – and it’s difficult for many to see an end to the devastation. But Americans...
Common Cents
Last Week… … The only equity asset class that wasn’t down was Commodities – GASP! And bonds benevolently bubbled blithely up, with exception of Foreign Bonds. And that’s all we’ll say about the ups and downs. Of particular interest to us...
Life Changes
Life changes are transitions or periods of change from one life phase to another. Some are more pronounced than others and some blindside us more than others. But there are usually personal and financial decisions involved and everyone seems to have their own way of...
Common Cents
Last Week…and actually, up through this Monday’s close – (numbers from last Friday’s close were not captured) … the market went on a four-day dash! US Equities were ALL up. Nearly 4% to more than 10.0 %! Large Cap Value, the lagger moving up +3.95% Small Cap Growth,...
Presidential Elections and Portfolios
The Presidential Election of 2020 is less than a month away and the atmosphere surrounding this election has many investors unsettled. Coupled with the multitude of changes already facing Americans, the idea of “staying the course” is causing a lot of anxiety. It’s...
Common Cents
Last Week… … bounced back with a boom. US Equities were all up! Nearly 4% at the top Small Cap Value, the leader at +3.86%, is still in the negative YTD Small Cap Growth, on the other hand, is finally a positive 2% YTD Large Cap Value rose the...
TD Ameritrade and Charles Schwab Acquisition
From our perspective, the Schwab acquisition of TD Ameritrade is the best of two great worlds. As the announcement of the merge notes, nothing will change for now and they’re giving lots of time to organize transitions for us – their clients. When we decided to...