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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
  • Social Security
  • Tax Planning
  • Uncategorized
  • What’s the Latest Forecast?
    Quarterly Commentary

    What’s the Latest Forecast?

    January 18, 2025

    2023 was supposed to be the year of the recession. Based on history, this made sense…

    Read more: What’s the Latest Forecast?
  • Macroeconomic Update – What’s Next for Rates?
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update – What’s Next for Rates?

    January 18, 2025

    Much of 2023 saw markets continue to be consumed by the level and trend in inflation.…

    Read more: Macroeconomic Update – What’s Next for Rates?
  • It Finally Happened.
    Macroeconomics, Markets Update, Quarterly Commentary

    It Finally Happened.

    October 9, 2024

    For the first time in more than four years, the Federal Reserve cut rates at their…

    Read more: It Finally Happened.
  • Macroeconomic Update: Sustained Growth Despite Uncertainty
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update: Sustained Growth Despite Uncertainty

    October 9, 2024

    Elevated interest rates, stubborn inflation, geopolitical risks, a contentious election cycle, and labor strikes have all…

    Read more: Macroeconomic Update: Sustained Growth Despite Uncertainty
  • Markets – 3rd Quarter, 2024
    Markets Update, Quarterly Commentary

    Markets – 3rd Quarter, 2024

    October 9, 2024

    The U.S. equity market rallied throughout the quarter, with the S&P 500 posting its best nine…

    Read more: Markets – 3rd Quarter, 2024
  • Financial Planning Corner: Medicare Coverage Changes
    Financial Planning, Medicare, Quarterly Commentary

    Financial Planning Corner: Medicare Coverage Changes

    October 9, 2024

    The annual enrollment period for those currently covered by Medicare begins October 15th and runs through December…

    Read more: Financial Planning Corner: Medicare Coverage Changes
  • Will the Elections Cause a Slowdown?
    Macroeconomics, Markets Update, Quarterly Commentary

    Will the Elections Cause a Slowdown?

    July 10, 2024

    Not only is 2024 an election year in the U.S. but national elections are being held…

    Read more: Will the Elections Cause a Slowdown?
  • Macroeconomic Update: Slowing, not Stalling
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update: Slowing, not Stalling

    July 10, 2024

    Persistent strength has been the hallmark of the economy over the past 12 months. Despite the…

    Read more: Macroeconomic Update: Slowing, not Stalling
  • Markets – 2nd Quarter, 2024
    Markets Update, Quarterly Commentary

    Markets – 2nd Quarter, 2024

    July 10, 2024

    Large-cap growth stocks had a strong second quarter, pushing the S&P 500 to new highs. The…

    Read more: Markets – 2nd Quarter, 2024
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