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Advisor Blog

Monday, February 27, 2017

What is Small Cap Value? Investments can be split into four basic quadrants known as styles (Figure 1). These styles correspond to a company’s size (small cap vs. large cap) and a company’s financials (value vs. growth)....

Small Cap Stocks may be subject to a higher degree of market risk than large-cap stocks, or more established companies’ securities. Furthermore, the illiquidity of the small cap market may adversely affect the value of an investment so that shares, when sold, may be worth more or less than their original cost.


Thursday, January 12, 2017

Are you and your financial advisor effectively maxing out your Retirement Plan? Every year, we have clients that ask if there is anything else they can do to maximize what is going into their Retirement Plans. Here are two ideas that...