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  • Macroeconomic Update: Growth Surprised to the Upside
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update: Growth Surprised to the Upside

    January 8, 2026

    After the government shutdown in Q4 2025 delayed the release of several economic data points, we now know real Q3 2025 GDP growth was stronger…

    Read more: Macroeconomic Update: Growth Surprised to the Upside
  • Estate Planning
  • Financial Planning
  • Fraud Prevention
  • Insurance
  • Macroeconomics
  • Markets Update
  • Medicare
  • Quarterly Commentary
  • Social Security
  • Tax Planning
  • Uncategorized
  • Financial Planning Corner: What Can You Do About Your Insurance?
    Financial Planning, Insurance, Quarterly Commentary

    Financial Planning Corner: What Can You Do About Your Insurance?

    July 10, 2024

    Inflation over the last few years has had a significant impact on those whose income has…

    Read more: Financial Planning Corner: What Can You Do About Your Insurance?
  • What’s the Rush?
    Quarterly Commentary

    What’s the Rush?

    April 12, 2024

    Wall Street and the American consumer are eagerly awaiting rate cuts, especially those looking to buy…

    Read more: What’s the Rush?
  • Macroeconomic Update: Maybe a Resilient Economy isn’t so Bad…
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update: Maybe a Resilient Economy isn’t so Bad…

    April 12, 2024

    According to The Federal Reserve (Fed), when implementing Monetary Policy, they have a ’dual mandate’ of…

    Read more: Macroeconomic Update: Maybe a Resilient Economy isn’t so Bad…
  • Markets – 1st Quarter, 2024
    Markets Update, Quarterly Commentary

    Markets – 1st Quarter, 2024

    April 12, 2024

    Equity markets had a strong first quarter, with the S&P 500 reaching fresh highs. Bonds have…

    Read more: Markets – 1st Quarter, 2024
  • Financial Planning Corner: What is Going on with Social Security?
    Financial Planning, Quarterly Commentary, Social Security

    Financial Planning Corner: What is Going on with Social Security?

    April 12, 2024

    Five years ago, I wrote a piece addressing concerns about the long-term viability of Social Security…

    Read more: Financial Planning Corner: What is Going on with Social Security?
  • Markets – 4th Quarter, 2023
    Markets Update, Quarterly Commentary

    Markets – 4th Quarter, 2023

    January 18, 2024

    The year started quickly, with the S&P 500 up 6% in January, and by mid-year, it…

    Read more: Markets – 4th Quarter, 2023
  • Financial Planning Corner: Only Two Years Remain!
    Financial Planning, Quarterly Commentary, Tax Planning

    Financial Planning Corner: Only Two Years Remain!

    January 17, 2024

    Most of the individual provisions in the 2017 Tax Cuts and Jobs Act (TCJA) are set…

    Read more: Financial Planning Corner: Only Two Years Remain!
  • Is this time different?
    Macroeconomics, Markets Update, Quarterly Commentary

    Is this time different?

    October 12, 2023

    The U.S. economy continues to roll along despite labor strikes throughout the country, budget wrangling in…

    Read more: Is this time different?
  • Macroeconomic Update: Surprise, Surprise, Surprise
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update: Surprise, Surprise, Surprise

    October 12, 2023

    When it comes to economic data in 2023, upside surprises have been the name of the…

    Read more: Macroeconomic Update: Surprise, Surprise, Surprise
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