Encouraging Jobs Report
If the U.S. economy is in recession, it sure is a peculiar one. The most recent jobs report, for June, showed an increase of 372,000 people employed in America, and … Read More
The Big New Bill
Just when you thought Congress couldn’t get anything done, Congress passed an enormous piece of legislation that touches just about every aspect of American lives. The full extent of the … Read More
The Difference Between a Forecast, a Wish, and a Worry
When I was growing up, our local newspaper, the Kansas City Star, was full of news and had one page for opinion. After decades of cable news and nonstop digital … Read More
Recession Report
Many times, consumers and the person-on-the-street recognizes that the U.S. economy has entered a recession long before the economists get around to declaring it. That appears to be the case … Read More
Most small business owners don’t do the math on their most valuable asset
Many small company owners don’t know what their enterprise is worth, a practice that can amount to risky business. A whopping 98% of small businesses polled by M&T Bank over … Read More
The Fed and the Bear
By: Robert Veres By now, you know that the U.S. Federal Reserve Board raised the so-called Fed Funds rate by three quarters of a percent—the largest increase since 1994. … Read More
Beware the Hidden Costs of Indexing
By Kaitlin Simpson Hendrix, Senior Researcher and Vice President | Trey Roberts, Associate, Research KEY TAKEAWAYS A Dimensional study shows that there are potential hidden costs associated with rigidly following an index. The … Read More
Market Declines and Roth Conversion Opportunity
The recent market decline may present a strategic planning opportunity. Roth IRAs differ from traditional IRAs in that any growth and distributions are received tax-free. The ability to receive a … Read More
How Often Do Small Cap, Value, and High Profitability Outperform?
Looking at average annualized returns going back decades, small cap stocks have beaten large cap stocks, value has outperformed growth, and high profitability stocks have outgained low profitability stocks. … Read More