

Weekly Factor Returns
Equities were positive last week, with small cap stocks outpacing large caps. Factor spreads were more pronounced in the small cap universe

Brian
Mar 4, 2024


Health Savings Account
Often, tax-efficient strategies consist of either lowering a tax bill or deferring taxes to a later period. Tax avoidance is typically a red

Brian
Feb 29, 2024


Weekly Factor Returns
The Russell 1000 and Russell 2000 indices had diverging returns for the second straight week. This time the large cap index was positive ...

Brian
Feb 26, 2024


Weekly Factor Returns
Equity markets were mixed last week as investors digested the latest inflation data. Small cap stocks, measured by the Russell 2000 index

Brian
Feb 20, 2024


Weekly Factor Returns
Equities were positive last week. The Russell 1000 rose 1.49% while the Russell 2000 rose 2.44%. Value was the single factor with spreads...

Brian
Feb 12, 2024


Weekly Factor Returns
Equity markets were mixed last week. The large cap Russell 1000 rose 1.33% while the small cap Russell 2000 dropped 0.77%. The Value factor

Brian
Feb 5, 2024


2024 Retirement Account Contribution Limits
With January already behind us, hopefully you have paid off the holiday credit card spending and can focus on increased saving and planning

Brian
Feb 2, 2024


Weekly Factor Returns
Small cap stocks led the market gains last week. The Russell 2000 rose 1.75% while the Russell 1000 rose 1.04%. Most factors were within...

Brian
Jan 29, 2024


Weekly Factor Returns
Equity markets were mixed in the holiday-shortened week ended January 19th. The large cap Russell 1000 rose 1.11% and the smaller capitalize

Brian
Jan 22, 2024


2023 Small Cap Factor Review
Value was the top performer in 2023 among the five key factors we watch. Medium-term momentum (MTM) was the worst performing factor and ...

Brian
Jan 19, 2024
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