Category Archives: Newsworthy Updates

A Financial Checklist for Your Newly Minted High School (or College) Graduate

By Gay Truscott | Published June 18, 2019

Tweet Financial planning can begin at any age.  A good starting point for many is when heading off to college, a first job, or the military.  This article, “A Financial Checklist for Your Newly Minted High School (or College) Graduate” provides a valuable checklist of items to think about from budgets to credit cards, healthcare, […]

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What Midterm Elections Mean for Markets

By Christine Xu | Published November 20, 2018

Tweet Have you ever wondered what midterm elections mean for markets? According to a recent article from Dimensional Fund Advisors, data for the stock market going back to 1926 shows that midterm elections did not have any material impact on market returns. Also, there does not seem to be a pattern of stronger returns when […]

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Where’s the Value?

By Gay Truscott | Published July 24, 2018

Tweet Click here to read an interesting analysis by Dimensional Fund Investors of the return difference between value stocks over growth stocks during the period from 1928-2017.  Dimensional shares our belief that the current period of value under-performance is likely to reverse and a consistent value investment approach in all market environments will help investors […]

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Market Volatility

By Gay Truscott | Published April 4, 2018

Tweet Many investors get understandably spooked by the kind of market volatility we have seen in recent months.  The temptation to sell and run is real.  The Washington Post article, “How to lose a lot of money in the stock market” makes several important points for investors to consider before selling into a volatile market.

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“The Era of Fiscal Austerity is Over”

By Gay Truscott | Published February 26, 2018

Tweet Click here to read a recent New York Times article entitled “The Era of Fiscal Austerity is Over. Here’s What Big Deficits Mean for the Economy.”   It explains the implications of rising government deficits brought on by recent tax cuts and proposed spending hikes. We agree that a near-term economic boost is likely.  However, […]

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