October Recap and November Outlook The fourth quarter has seen the longest government shut down on record, and an election cycle that would seem to reflect some voter dissatisfaction with the status quo. The shutdown has paused official government data sources, but the economy appears to be holding up just fine, and even if consumer [...]
September Recap and October Outlook If you’re wondering how these market shifts might affect your portfolio, our Investment Advisor services can help align your strategy with today’s changing conditions. After a pause in interest rate cuts since the last cut at the December 2024 FOMC meeting, the Federal Reserve finally reduced rates by 25 basis [...]
August Recap and September Outlook An extremely low jobs report for August, released in the first week of September, focused all attention on the jobs market. The real shock wasn’t the low number of jobs created, it was the revisions to prior months that resulted in a negative 13,000 jobs in June. This marked the [...]
The signature Republican megalegislation has a very appropriate nomenclature, as it combines taxing and spending across a broad range of issues. While the ultimate cost of the bill and the political agenda items that the bill was developed to address may be up for discussion and debate, the impact on taxpayers across the financial journey [...]
July Recap and August Outlook The hot days of high summer are usually regarded as the “silly season” because, lacking important news, the media tends to look for trivial material that will capture viewers. Not this year. July saw an unrelenting spate of tariff news, shock firings of high-profile government personnel, the President feuding with [...]
June Recap and July Outlook June saw a further complication of the macro situation as U.S. military involvement in Iran was added to ongoing tariff confusion and a worsening of the economic outlook for the balance of 2025 and into 2026. The announcement that a new Fed Chairperson would soon be named essentially created a [...]
May Recap and June Outlook May was a month of differing perspectives. Markets turned positive on a belief that a solution on tariffs would be eventually forthcoming, and the continued whipsawing headlines began to have a muted impact. The Fed stuck to its position that more data was needed before a further move on rates. [...]
You’ve worked hard and built up a healthy retirement plan balance, and the time to start spending it is finally here. But how can you be sure that your plan will provide the income you need for the potentially 20+ years of your retirement? Well, your own situation of course depends on your total financial [...]
April Recap and May Outlook April began with the shock of tariff announcements that were much more punitive than anticipated by businesses, markets, investors, and economists. Equity markets promptly pulled back, even entering bear territory, although not closing there. The administration initially stood by the tariff enactment date. However, the bond markets became increasingly wobbly, [...]
Planning the transition of your assets isn’t just about maximizing the amount passed on and simplifying the handover—it’s really about ensuring that the help, love and wisdom you provide for your people now can continue even after you are gone. A thoughtful plan can look ahead and smooth obstacles in the same way you would [...]
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