

Weekly Factor Returns
Equity indices rose during the week ended November 17th. The small cap Russell 2000 (+5.49%) more than doubled the return of the large cap..

Brian
Nov 20, 2023


Do You Know What a Duvet Is?
It appears the U.S. may be headed for the elusive ‘soft-landing’ that seemed improbable not too long ago. Part of the reason is the pace ...

Brian
Nov 17, 2023


Weekly Factor Returns
Equity markets had mixed results last week. Large cap stocks rose, while small cap stocks declined. The Russell 1000 index gained 1.16%.

Brian
Nov 13, 2023


Weekly Factor Returns
Equity markets had a very positive week. The Russell 1000 rose 5.98% and the Russell 2000 rose 7.59%. Small cap factor returns were signific

Brian
Nov 6, 2023


Fall Back and Financial Planning
The change of any season, environment, or circumstance, presents a good opportunity to check in on financial plans and make sure everything

Brian
Nov 2, 2023


Weekly Factor Returns
Equity markets declined for the second straight week. The Russell 1000 fell 2.59% while the Russell 2000 fell 2.60%. Factor spreads were als

Brian
Oct 30, 2023


Weekly Factor Returns
Large and small cap equity indices declined for the week ended October 20th. The Russell 1000 declined 2.39% and the Russell 2000 declined 2

Brian
Oct 23, 2023


Weekly Factor Returns
Equity markets were mixed for the third consecutive week. The large cap Russell 1000 gained 0.37% while the small ap Russell 2000 declined..

Brian
Oct 16, 2023


Third Quarter Factor Update
Through the end of September, Value has the best year-to-date performance, with a spread of 11%. This means the average return of the...

Brian
Oct 12, 2023


Weekly Factor Returns
Equity markets were mixed last week. Small cap stocks sold off sending the Russell 2000 down 2.19% while large cap stocks manufactured a ...

Brian
Oct 9, 2023
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