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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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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