Small Caps Still Solid
Small caps have had an incredible run since the Russell 2000 Index bottomed on March 18, 2020, returning 119% compared […]
RESEARCH
Small Caps Still Solid | Weekly Market Commentary | January 25, 2021
Small cap stocks have outperformed large cap stocks, suggesting the early stages of new economic cycle. Source: WEEKLY COMMENTARY
Tax Identity Theft Awareness – Protecting Yourself from Tax Identity Theft
Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs
The Importance of Financial Wellness
Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it’s a critical concept for anyone who wants to
We’re Here For You
As we enter a new year many things in our lives have been altered, adjusted, or at least reinformed by
RESEARCH
Earnings Recession is Likely Over | Weekly Market Commentary | January 19, 2021
Q4 2020 earnings season may be the last in this earnings recession, and earnings may start to grow in 2021.
Four Common 401(k) Mistakes to Avoid
A lot of 401(k) investors end up making the same mistakes when choosing their investments. The results are low returns
Tips for Organizing Your Financial Documents
In an increasingly paper-free society, organizing your financial documents can still be a challenge. No matter how simple or complex
RESEARCH
Global Portfolio Strategy | January 12, 2021
We favor stocks over bonds based on expectations for a strong economic and earnings recovery in 2021. Source: WEEKLY COMMENTARY
Market Policy Projections for 2021
As a result of the Senate runoffs in Georgia, Democrats are poised to take control of the US Senate, which
