The S&P 500 Index of large U.S. companies gained 14% for the year. On the other hand, U.S. small company stocks dropped more than 13% from their summertime high through mid-October and ended the year up only 5%. Outside theREAD MORE
Author: Blankinship & Foster
SAN DIEGO, CA — Blankinship & Foster, a nationally recognized fee-only wealth advisory firm in Solana Beach, California, announced that partner Rick Brooks, CFA®,CFP® will lead the San Diego Foundation’s Professional Advisor Council. “I’ve been thrilled to be a partREAD MORE
It’s probably safe to say that most of us have been there before. You’ve just gotten off of a long flight, and you’re ready to start your vacation. The rental car shuttle has just dropped you off at the counter,READ MORE
Global stock markets generally fell in the third quarter, although U.S. large company (large cap) stocks bucked the trend with the S&P 500 gaining 1.1%. Smaller company stocks were down 7.4%. Year to date, large cap stocks gained 8.3% versusREAD MORE
Despite a challenging first quarter and some decidedly mixed headlines during the second quarter, things have been looking up for investors. Stock markets looked to improving economic indications for guidance and shrugged off geopolitical concerns. Larger-cap U.S. stocks were upREAD MORE