-
Profitability Rises Along with Rates
Investors and global markets faced no shortage of geopolitical and macroeconomic concerns during the quarter, including a reacceleration of oil prices, higher bond yields, ongoing questions surrounding the pace of…
-
Markets – 1st Quarter, 2024
Equity markets had a strong first quarter, with the S&P 500 reaching fresh highs. Bonds have lagged as anticipation of…
-
Financial Planning Corner: What is Going on with Social Security?
Five years ago, I wrote a piece addressing concerns about the long-term viability of Social Security (SWM 3rd Quarter 2019…
-
Markets – 4th Quarter, 2023
The year started quickly, with the S&P 500 up 6% in January, and by mid-year, it was up 16%. After…
-
Financial Planning Corner: Only Two Years Remain!
Most of the individual provisions in the 2017 Tax Cuts and Jobs Act (TCJA) are set to end after 2025.…
-
Is this time different?
The U.S. economy continues to roll along despite labor strikes throughout the country, budget wrangling in D.C., unthinkable wars in…
-
Macroeconomic Update: Surprise, Surprise, Surprise
When it comes to economic data in 2023, upside surprises have been the name of the game. Last Friday, we…