What a month September turned out to be for investors. Historically a poor month for equities turned out to be stellar as the S&P 500 and Dow Industrial Average both notched positive returns. Not to be outdone, small and mid-cap indices returned 7.59% and 3.92% respectively. Global stocks … Read More
Monthly Stock Market Review – August 2017
After stellar returns for the month of July, the past 30 days have seen equity returns slightly down in overseas markets and flat to down in the US. Smaller and mid-sized companies fared worse than their large cap brethren. Commodities were down again this month, as was the US Dollar. The Bloomberg … Read More
Monthly Stock Market Review – July 2017
Could the summer of 2017 turn out to be the summer of great gains for investors? July saw equity markets up substantially in both the US and overseas. The weakening US Dollar has enhanced the gains for non-US based investment in both equities and bonds. Commodities showed some strength, but remain … Read More
Monthly Stock Market Review – June 2017
June turned out to be another good month for equities as all the major indices we follow – domestic and foreign – trended higher. At the same time bonds, as measured by the Bloomberg Aggregate Bond Index, caught a bid. Both the U.S. dollar and commodities continued their poor 2017 performance with … Read More
How to Save Money and Invest For Traveling
The arrival of summer means two things - warmer weather, and the kids are out of school. Those two factors typically lead to a family vacation (or several). With the high costs of traveling, hospitality, and dining out, vacations can be extremely expensive. By investing and saving money properly, … Read More
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