Protected: Q1 2024 Market Review

As we continue marching towards a new year, there are several important things to keep in mind regarding your financial planning. These items may or may not make sense for you, but they are topics you should generally evaluate each year. Maximize Retirement Plan Contributions It is important to remember that while IRA and Roth...

The U.S. national debt is a hot topic, especially with the U.S. elections this year. Currently, the debt is nearing $35 trillion, which is over 120% of the country’s GDP and continues to rise rapidly. The amount almost sounds comical.  It’s hard to comprehend such a large number in our minds.  The government is spending...

October 2024 With an impending election, this is a good time to review how markets have performed during various political cycles, as well as to look at some possible outcomes in 2024. For starters, it’s important to realize that people’s perceptions of the economy can vary drastically depending on whether the party they favor is...

Factor investing is a strategic approach that involves finding securities based on specific attributes such as value, quality, momentum, size, and minimum volatility.  These factors, which are well-documented by researchers, are essential tools for investors seeking to outperform the market.  Decades of research have revealed the sets of characteristics that explain differences in expected returns. ...