Weekly Segments

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October 26, 2016
Weekly Segments

Last Week… All US equities gained last week. Small value was the best performer—up almost 1.0%. All of the 10 year trailing returns for US equities are up between 7.0% & 10.0% All of the 5 year trailing returns are positive between 13.0%-18.0% And all of the 3 year trailing returns are ahead between 4.9%-almost…

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Weekly Segments

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October 18, 2016
Weekly Segments

Last Week… The markets were nervous last week! We lost a bit in all domestic stocks. There was, once again, a significant difference in Growth and Value. Small Cap growth went down over 2.5% while Small Cap Value slipped less than 1% Mid Cap Growth dropped 1.7 % while Mid Cap Value only fell .74…

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Financial Designations

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October 14, 2016
Financial Designations

Image Copyright Ted Grussing Photography – Used with permission There are over 170 financial designation titles available that individuals can use. It comes as no surprise that most people don’t know who is who and what is what. Now as we have mentioned over the past few weeks, financial scams often target the elderly. Many seniors are lured…

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Weekly Segments

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October 11, 2016
Weekly Segments

Last Week… Nearly everything went down…except: Commodities—up 2 % – Oil prices continue to rise pushing up Commodities as they go. Emerging Markets—up almost 1.5 % bringing YTD to 17.5%! Small Foreign stocks on the other hand, fell 1.25%. Foreign Value floated upward just 0.06 % while Foreign Growth fell 1.6% pulling the Foreign Blend…

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Caution with Annuities, Part 2

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October 7, 2016
Caution with Annuities, Part 2

Image Copyright Ted Grussing Photography – Used with permission This week we’re discussing another financial scam to keep your antennae out for not only for yourselves, but for those you know who may be vulnerable. Much like last week’s, this scam has also been red flagged by FINRA and state insurance regulators as it’s occurring more with  annuities…

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