Archive for April 2025
Market Update – April 28th, 2025
Markets rallied last week as optimism around a potential U.S.–China trade agreement lifted stocks and bonds. The Leading Economic Index pointed to continued slowing in economic momentum, but is no longer a recessionary signal.
Read MoreMarket Update – April 21st, 2025
Markets moved lower last week as earnings season picked up and tariff concerns lingered. March retail sales came in stronger than expected, though uncertainty remains around the sustainability of consumer demand.
Read MoreMarket Update – April 14th, 2025
Markets rebounded sharply last week as President Trump’s surprise rollback of most new tariffs and cooler-than-expected inflation data helped ease investor concerns.
Read MoreMarket Update – April 7th, 2025
Markets tumbled last week as newly announced tariffs far exceeded expectations, sparking fears of rising inflation, slowing global growth, and increased recession risk. Economic data painted a mixed picture.
Read MoreMarket Update – March 31st, 2025
Stocks fell last week as new auto tariffs and inflation concerns pressured markets. Personal income increased, but spending lagged, pushing the savings rate higher.
Read MoreImportant Retirement Milestones
Retirement planning is more than just saving money—it’s understanding the opportunities and decisions that come with each stage of life. Key milestones, like turning 50 or 65, unlock new strategies and benefits that could make a significant difference in your financial future.
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