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Market Update – May 19th, 2025
Equities rose last week, supported by better-than-expected inflation data and limited signs of tariff-driven price pressures. Inflation remains contained, helping lift market sentiment. However, consumer sentiment weakened further, and economists downgraded growth expectations and raised recession odds.
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 MoreMarket Update – March 24th, 2025
Stocks posted modest gains last week as the Fed held rates steady. Even with signs of slower economic growth, markets responded positively, focusing on the Fed’s expected rate cuts later this year.
Read MoreMarket Update – March 17th, 2025
Stocks declined last week as tariff concerns and fears of an economic slowdown weighed on investor sentiment. February’s employment report showed weaker-than-expected job growth.
Read MoreSocial Security & Medicare Quick Guide
Navigating your 2025 Tax Year – Thresholds and RMDs to keep top of mind
Read MoreYour 2025 Tax Summary
Tax planning shouldn’t be stressful, yet every year brings changes to thresholds, deductions, and limits that can catch you off guard. To help you stay on top of your financial game, we’ve created a free, 2-page PDF guide summarizing all the essential tax thresholds and numbers for 2025.
Read MoreMarket Update – March 10th, 2025
Stocks declined last week as tariff concerns and fears of an economic slowdown weighed on investor sentiment. February’s employment report showed weaker-than-expected job growth.
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