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  • 2025: The Year of Extreme Volatility, More in 2026?
    Macroeconomics, Markets Update, Quarterly Commentary

    2025: The Year of Extreme Volatility, More in 2026?

    January 8, 2026

    As 2025 began, the S&P 500 was on the heels of its strongest back-to-back yearly performance since the 1990s. Wall Street was cautiously optimistic about…

    Read more: 2025: The Year of Extreme Volatility, More in 2026?
  • Estate Planning
  • Financial Planning
  • Fraud Prevention
  • Insurance
  • Macroeconomics
  • Markets Update
  • Medicare
  • Quarterly Commentary
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  • Tax Planning
  • Uncategorized
  • Resiliency Reigns…For Now
    Macroeconomics, Quarterly Commentary

    Resiliency Reigns…For Now

    July 21, 2023

    The arduous road to stable prices from high inflation and the threat of a U.S. recession…

    Read more: Resiliency Reigns…For Now
  • Markets – 2nd Quarter, 2023
    Markets Update, Quarterly Commentary

    Markets – 2nd Quarter, 2023

    July 21, 2023

    The Federal Reserve remains committed to bringing down inflation. With strong job numbers and inflation that…

    Read more: Markets – 2nd Quarter, 2023
  • Where is the Recession?
    Macroeconomics, Quarterly Commentary

    Where is the Recession?

    May 4, 2023

    The economy remained resilient throughout the quarter despite fairly significant headwinds. The widely anticipated recession has…

    Read more: Where is the Recession?
  • Markets
    Markets Update, Quarterly Commentary

    Markets

    May 4, 2023

    The Federal Reserve is steadfast in bringing down inflation which also means bringing down growth. The…

    Read more: Markets
  • New Beginnings
    Uncategorized

    New Beginnings

    January 20, 2023

    2022 was a year of change, not only for our Firm with Susan’s planned retirement after…

    Read more: New Beginnings
  • Markets – 4th Quarter, 2022
    Markets Update, Quarterly Commentary

    Markets – 4th Quarter, 2022

    January 20, 2023

    After a bull market that lasted nearly 15 years, markets experienced a massive pullback in which…

    Read more: Markets – 4th Quarter, 2022
  • Macroeconomic View & Markets
    Macroeconomics, Markets Update, Quarterly Commentary

    Macroeconomic View & Markets

    October 17, 2022

    Throughout 2022, the broad market selloff and the aggressive Federal Reserve rate hikes have been prominent…

    Read more: Macroeconomic View & Markets
  • Macroeconomic View & Markets
    Macroeconomics, Markets Update, Quarterly Commentary

    Macroeconomic View & Markets

    July 15, 2022

    The U.S. economy continues to be quite strong, but there are signs the anticipated slowdown is…

    Read more: Macroeconomic View & Markets
  • Macroeconomic View & Markets
    Macroeconomics, Markets Update, Quarterly Commentary

    Macroeconomic View & Markets

    April 8, 2022

    As expected, for the first time since 2018, the Federal Reserve raised the Fed funds rate…

    Read more: Macroeconomic View & Markets
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