Weekly Segments

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September 7, 2016
Weekly Segments

Last Week… Excluding Foreign REITs, Healthcare, Commodities, Foreign Bonds and Emerging Market Bonds everything went up! Value continues to outpace growth by about 5.0% across the board in the US Markets year to date as of last week. We would like to point out that YTD all of the indexes we track are back in…

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Market Reaction to Election

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September 2, 2016
Market Reaction to Election

Image Copyright Ted Grussing Photography – Used with permission We realize we’ve already talked about the stock market and this election. We make it a point to do so at least once during each presidential election. However, “How we think the market will react to this election,” continues to be the most frequently asked question for us whenever…

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Weekly Segments

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August 30, 2016
Weekly Segments

Last Week… The US Market had a pretty flat week overall… Any slight movement that did occur was in the negative direction. Although slightly down, US Value continues to outpace US Growth on all levels Year to Date US Large Cap:     Value: 9.49% vs. Growth: 5.34% YTD US Mid Cap:        Value: 13.01% vs….

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Changes to Health Savings Accounts

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August 26, 2016
Changes to Health Savings Accounts

Image Copyright Ted Grussing Photography – Used with permission Health Savings Accounts, or HSA’s, were first created in 2003. They allow people to save for health care costs using tax deductible contributions or pretax contributions, providing they are made through a pay roll deduction. Any interest earned is tax free as are the withdrawals for qualified medical expenses….

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Weekly Segments

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August 24, 2016
Weekly Segments

We are keenly aware of the heightened uneasiness with the turmoil in our world right now and the impact it has on us all. There is a constant bombardment from the media amplifying bad news and all its horrid projections for what will happen if this, if that and if the other! Every week our…

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