Monthly Money Pulse

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September 23, 2016
Monthly Money Pulse

Misconnect: Politics, Markets & Portfolios With less than 46 days until the election, we’d like to reinforce our message about a common misconnection investors frequently make. The age old debate over federal tax policy that always comes with Presidential elections tends to collide with investment apprehension. This leaves many investors believing the myth that tax…

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Weekly Segments

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September 20, 2016
Weekly Segments

Last Week… Since the US Markets’ advance began in March we’ve been pointing out that Value has been outpacing Growth. That still holds true, however, last week Growth actually out-performed Value in US markets. Small Cap Value: -0.59 % last week (11.76 % YTD);       Small Cap Growth: 0.51 % last week (7.41 % YTD) Mid…

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Millennial Money Habits

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September 16, 2016
Millennial Money Habits

Image Copyright Ted Grussing Photography – Used with permission Millennials as an age group tend to get a bad rap. Many consider those born between 1980 and 2000 to be self-entitled and financially irresponsible. While that may be true for some individuals, recent statistics paint a different picture. According to a recent survey put out by Investment News,…

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Weekly Segments

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September 13, 2016
Weekly Segments

Last Week… Nearly everything went down a bit last week. US REITs had the largest drop at 4.40 points, but the YTD return still remains in the double digits at 10.36% Of course, not everything went down, but those that went up barley did so. The positive performers were: High Yield bonds up 0.03% Foreign…

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In and Out of the Market

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September 9, 2016
In and Out of the Market

Image Copyright Ted Grussing Photography – Used with permission So, did any of you get out of the market after it was revealed that August has been the absolute worst month the market had weathered in 25 years? Let’s hope none of you did! As our own Lois Carrier affectionately puts it, “The market is like a woman;…

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