Weekly Snippet

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May 17, 2019
Weekly Snippet

Last Week… …  was a bore, right? The media was having a field day.  A particular headline that caught our attention stated “Biggest Downturn this Year”.  Well, duh!  The market has had a great year with exceptionally outsized growth.  Oh yes, this is the biggest downturn this year, but with so little volatility YTD, this…

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Budgeting for Beginners

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May 16, 2019
Budgeting for Beginners

Image Copyright Ted Grussing Photography – Used with permission BUDGETING – What a drag!  Just the word causes a rise in blood pressure and shallow breathing.  Married couples might think it a straight path to arguments and singles might view it as a big, heavy chain – with a lock! But just possibly a well-planned budget might be…

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Weekly Snippet

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May 9, 2019
Weekly Snippet

Last Week… … US Tech and Large Growth both rested, with Tech maintaining a sizable lead at 28.3% YTD. Small Caps, both Growth and Value, took advantage to move ahead about 1.5% with Small Cap Value stepping up a bit further than Small Growth.  Mid Caps hung out with Large Growth and Tech, while Large…

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Winning the Lottery Part 4

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May 9, 2019
Winning the Lottery Part 4

Image Copyright Ted Grussing Photography – Used with permission Last week we shared some things you should not do in order to save the loss of your lottery winnings.  So let’s expand and explain the things you should do to protect your new-found wealth. First, we suggest that you wait one year before buying anything or giving money…

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Weekly Snippet

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May 3, 2019
Weekly Snippet

Last Week… … Was another good week for the markets. US equities were up from the previous week, with growth companies soaring significantly further than value.  Some bullish behavior maybe? US healthcare recovered 4 of the 5 points it gave up from the week before last. Technology was up 2.5% for a total YTD return…

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