Over the past decade, as a whole, value stocks have not performed as well as growth stocks. But looking at a larger body of cumulative data, reaching as far back as 1926, this has not always been the case. Let’s dive in a little deeper.
Financial Planning
July 7, 2025 Weekly Market Insights
Trade developments and continued momentum pushed all three major averages to modest gains again for a shortened holiday trading week.
Types of Stock Market Analysis
There is no shortage of analysis for anyone interested in investing.
Understanding the Alternate Valuation Date
When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes owed by the estate and its heirs.
June 23, 2025 Weekly Market Insights
Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors.
Retiree Health Care Coverage Overseas
According to the AARP, an estimated 44% of Americans over the age of 50 expect to travel internationally in 2025.
Put It in a Letter
American actor Lee Marvin once said, “As soon as people see my face on a movie screen, they knew two things: first, I’m not going to get the girl, and second, I’ll get a cheap funeral before the picture is over.”
June 9, 2025 Weekly Market Insights
Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions.
Investing with Your Heart
Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important – perhaps more important.
Budget Check Up: Tax Time Is the Right Time
Every year, about 140 million households file their federal tax returns.