The S&P 500 Index capped another positive month, ending July up 2.4% and trading close to yet another all-time high. Like the second quarter, we continue to see a rotation from the beginning of the year. Growth is back to outperforming value, and small caps are underperforming large caps. The Russell 2000 small-cap index even […]
As parents, we spend our lives nurturing and teaching our children skills to help them mature into adulthood. Perhaps one of the most important skills that we can teach is often overlooked – money.  Teaching children good financial habits can dramatically impact their lives. Their financial education should start early—but it’s never too late to […]
Jul 29th, 2021
Despite the emergence of the new Delta variant, the U.S. continues to progress toward herd immunity. Experts believe that when 70% of the population has been vaccinated or previously infected, the likelihood of another severe COVID-19 surge becomes less likely. Some are estimating that we could be close to the 70% herd immunity level today. […]
In what began as the “year of reversal,” 2021 quickly changed as the calendar moved through the second quarter. Although energy stocks finished as one of the quarter’s top performers growth stocks beat their value counterparts within ten of the eleven S&P 500 sectors. Meanwhile, large cap stocks bested smaller cap companies, both familiar trends. […]
You might be feeling left out after hearing radio commercials or seeing newspaper ads about living trusts. Or maybe your friends have set up a living trust, and you wonder if you should have one too. It’s important to realize that a living trust isn’t for everyone. Just like the title says, a revocable living […]
Jun 24th, 2021
The Federal Reserve dominated the headlines as the market waited on their post-meeting statement and Chair Powell’s press conference to detail how the Fed is consuming elevated inflation readings. Although there was not much material information shared, the market took guidance from the Fed to mean accommodative policies may not last as long as previously […]
Last Friday marked the end of May trading for markets and another month of value stocks outperforming their growth counterparts. The technology sector, therefore, growth-dominated Nasdaq Index closed May in the red for the first time in six months, but the S&P 500 Index closed higher for the fourth consecutive month. A month of volatility […]
It’s FAFSA time. Here’s your student aid study guide. If your high school student is college-bound, you’ve probably heard the term FAFSA. If not, you’re about to become quite familiar with it. FAFSA (Free Application for Federal Student Aid) is how the government determines a family’s eligibility for grants, work-study, loans and other forms of […]
May 26th, 2021