6 Things to Know Before Leaving the Workforce (PART 1)
Retirement planning can be equal parts stressful and exciting. You finally get to sleep in on Mondays, enjoy your hobbies, travel and spend more time with family. But creating a retirement plan is tricky. There are many moving parts to...
Common Cents
Last week…ALL asset classes were up again. Equities across the board rallied, but even more so in the US. If you refer to the chart above, you note there has been a four-week upward trend across Large, Mid and Small Growth...
How Active-duty Military And Veterans Can Secure Their Retirement Benefits
Retirement isn’t an “if” question, it is a “when” question. As an 18-year-old stepping off the bus for basic training in retirement is probably the last thing on your mind! But just following a few simple retirement rules you could secure a great...
Common Cents
Last week…the volatility returned. In US Equities, it was interesting that the Dow Jones was down while the S&P 500 was up. We noted another pattern in US Equities – Growth companies were all up while value companies were all down from...
Protecting Your Elderly Parent From Financial Fraud
Against this growing threat of scammers, you must be ready to safeguard your parents by becoming their trusted advocate. Too many criminals take advantage of our elders, preying on their age and limited technical abilities. Unfortunately, not all older...
Common Cents
Last week…ALL ASSET CLASSES WERE UP! Wow, it’s been a while since we could say that, the week ending May 27th, 2022 to be exact. US Equities had a big week. The largest gain was in Small Value over 4%, followed closely by Large Growth at...
Back to School Savings
Back to school shopping will be a little more expensive this year due to rising cost on all goods. Buying school supplies, clothing and shoes can be a huge expense, especially if you are buying for multiple children. Here are some money saving tips to help you...
Common Cents
Last week…equities all gave back some gains from the week before! Repeating a familiar pattern, Growth gave up from twice to three times as much as Value in US Stocks. US Large Stocks were mixed in that Growth (and Technology) gave back little more than a third...
The ABCs of finance: Terms to improve your financial literacy (letters M-V)
Staying up-to-date on your financial terms is no easy task. There are so many words to keep track of, it’s almost impossible to keep it all organized. Here are a few definitions from the second half of the alphabet to add to your finance tool belt. If you...
Common Cents
Last week…equities rallied for the most part! Overall Growth Companies were up over Value Companies. Large growth took the win up over 3% from last week. Technology soared back almost 4%...