

Weekly Factor Returns
The Russell 1000 rose 1.77% and the Russell 2000 rose 3.90%. Factor returns in the large cap universe were more pronounced compared to ...

Brian
Feb 6, 2023


529-to-Roth Conversion
For those thinking about generational wealth and transferring assets to the next and second generations, a 529-to-Roth conversion presents..

Brian
Feb 3, 2023


Weekly Factor Returns
The Russell 1000 rose 2.57% and the Russell 2000 rose 2.37% last week. Factor returns were congruent between the indices. Three of the five

Brian
Jan 30, 2023


Retirement Resolutions
Late January is around the time when New Year’s resolutions start breaking down. One study showed that only 64% of people that made a ...

Brian
Jan 26, 2023


Weekly Factor Returns
The Russell 1000 declined 0.58% and the Russell 2000 declined 1.04% for the holiday-shortened week ending Jan 20th. Factor returns were ...

Brian
Jan 23, 2023


Role Reversal
In our Factor Recap post last week, we noted the disparity between Value and Volatility returns over the course of 2022. The beginning of...

Brian
Jan 20, 2023


Weekly Factor Returns
The Russell 1000 gained 2.93% while the Russell 2000 gained 5.27%. Factor Returns were extreme in each index. Spreads in the large cap ...

Brian
Jan 17, 2023


2022 Factor Recap
The large cap Russell 1000 declined 19% and the small cap Russell 2000 declined 20%. It's no surprise that 2022 was not a good year for ...

Brian
Jan 13, 2023


Weekly Factor Returns
The Russell 1000 and Russell 2000 each finished the first week of the year positively. The large cap index gained 1.45% and the small cap...

Brian
Jan 10, 2023


Weekly Factor Returns
Stocks were generally flat for the holiday-shortened final trading week of 2022. The Russell 1000 declined 0.07% and the Russell 2000 rose..

Brian
Jan 3, 2023
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