Economic and Market Update We’ll start this Quarterly Update with a cursory review of the economy and markets through Q1 before turning to comment on what’s happened since the end…
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Quarterly Market Update – Q1 2025
Economic and Market Update Coming into 2024, questions remained whether the U.S. economy could continue to skirt a recession. Expectations were that the Fed would have to cut interest rates…
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2025 Tax Updates
As we close out 2024, we can start to look forward to planning in 2025. As always, taxes will play a significant role in financial planning, and every year the…
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Eye on the Fed – December 2024 FOMC Meeting Commentary
December 2024 FOMC Meeting Review The Federal Open Market Committee announced a 0.25% rate cut at the December meeting, bringing the rate down to a range of 4.25-4.50%. This is…
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Your Retirement Income Plan is About More than Money
Your Retirement Income Plan is About More than Money By the time you reach retirement, you’ll have spent years of your life working and saving. But once you finally retire,…
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How Do Elections Impact the Markets?
We are less than a month from the highly anticipated Election Day 2024. The race for President is very tight and is expected to be decided in just a few…
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What is The Yield Curve Telling Us?
This has been a busy week for the many pundits on Wall Street. Last week was a volatile week in the markets that many attributed to the ongoing trade war…
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A Bucket Plan to go with Your Bucket List
The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer, healthier living, however, can…
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