Wealth Management

Higher for Longer Remains Base Case We begin with the release of Fed's minutes from their last meeting. Members of the Federal Open Market Committee...

As the year draws to a close, it's a great time to consider charitable giving - and maximize your donations by implementing a thoughtful giving...

Last week, we received several economic data points, with the Consumer Price Index (CPI) perhaps being the most important as a measure of inflation. On a...

Last week, Federal Reserve Chairman Jerome Powell gave a talk to the International Monetary Fund (IMF) that impacted markets. In his Thursday speech, Powell indicated...

Key Takeaways ISM Manufacturing and Services indexes fell more than expected in November, indicating slowing growth The Fed held interest rates steady at its latest...

Last week brought a flood of new economic data. At first glance, the news looks positive, but digging deeper reveals some concerning trends. At this...

Generally positive news coming into the week of October 23: 1 - Retails Sales Show Ongoing Strength Retail sales continued their upward trend, with a...

Inflation Moderates but Pressures Persist Last week the biggest news was the CPI (or Consumer Price Index). The headline CPI came in above consensus as...

Expectations vs. Reality Volatility returned to the capital markets in the third quarter, and perhaps the biggest contributor was a change in the expectation of...

Markets have a lot of resetting to do early this week to price impacts of the Israeli-Palestinian conflict that escalated this weekend. We will talk...

Inflation Trends Looking at the latest headline inflation numbers, both the Consumer Price Index (CPI) and Personal Consumption Expenditures (PCE) index increased in the month...

As we grow older, our cognitive abilities may decline, affecting how we manage our finances. However, taking steps to prepare ourselves can help us avoid...

The Federal Reserve Signals Longer-Term Rates While unsurprising, last week's vote from the Federal Reserve FOMC (Federal Open Market Committee) to keep interest rates steady...

Last week, we witnessed some interesting developments in the US economy. Let's dive into the insights and highlights from the September 11-15th economic data. The...

The week of September 4th was a light week in terms of economic data releases. Services Showing Increasing Strength We begin the week of September...

To get a feel for where inflation may be headed, let's look at the latest economic data, beginning with jobs numbers. At the end of...

Last week, the Federal Reserve held its annual Jackson Hole, Wyoming symposium. Chairman Powell gave a summary speech, discussing their view on the different factors...

With retails sales showing ongoing strength and an uptick in industrial production and capacity utilization, there are, again, indications of a potential soft landing for...

At the heart of every well-informed financial decision is a solid understanding of the current economic landscape. In our commitment to support your financial goals,...

The News at Home and Abroad Domestic news in the second quarter of 2023 was dominated by the debt ceiling—an issue we always held would...

The Mixed Economic Data Continues Not everyone is convinced the US will avoid a recession, but there seems to be an optimistic tilt toward the...