Weekly Snippet

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February 15, 2019
Weekly Snippet

Last Week… …brought all asset classes into positive YTD returns as the graph below reflects: In the U.S. equity market Growth outpaced value by a long shot with both Large and Mid-size companies. Small Value outpaced small growth, but only by 0.05% Health care slipped down about 1% from last week Large Value was down…

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The Pros of a Reverse Mortgage

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February 14, 2019
The Pros of a Reverse Mortgage

Image Copyright Ted Grussing Photography – Used with permission If you have ever heard of a reverse mortgage, chances are that it was not put in a positive light. To be fair there is good reason to be cautious if you are interested in a reverse mortgage. It is crucially important to do your research beforehand, but for…

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Weekly Snippet

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February 8, 2019
Weekly Snippet

Last Week… …Closed out the first month in January. In case you were wondering how the market is fairing YTD check out the quick chart below: Not too shabby!  All asset classes with the exception of Commodities were up from the previous week. S. Mid Cap Growth and Small Cap Growth were up further than…

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Diversification Pt. 3

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February 8, 2019
Diversification Pt. 3

Image Copyright Ted Grussing Photography – Used with permission Diversification can be defined with the phrase: “Don’t put all of your eggs in one basket.” Likewise, diversification in your funds means not putting all of your money in investments that behave in the same way. If you have been following some of our previous weekly segments, you are…

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What are Bonds?

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February 1, 2019
What are Bonds?

Image Copyright Ted Grussing Photography – Used with permission We’ve all heard about Stocks and Bonds and while many people have a good idea of what a Stock is, Bonds seem to be a little harder to define. In short, Bonds are essentially loans which an investor makes to companies, governments, municipalities and other organizations. It is for…

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