March 2022 Summary: As the Russia invasion of Ukraine escalates, we examined prior geopolitical events to provide historical context. While no two geopolitical events are the same, some caused temporary periods [...]
February 2022 - Market Update Inflation notched up AGAIN in January with the Consumer Price Index showing prices increased 7.5% over the past year and 0.6% over December.1While the price increases were broad-based [...]
January 2022 Summary: If we only evaluate other rate hikes, current market volatility may continue until after the Fed’s first rate hike. Although bond values and interest rates move inversely, owning [...]
January 2022 - Market Update The news that dominated 2021 continues to be the primary focus in 2022. And, unfortunately, it will remain the case for at least the first quarter. The [...]
December 2021 - Market Update The big news: the Federal Reserve announced a widely expected acceleration in tapering to fight the elevated levels of inflation we have seen over the past 8 [...]
November 2021 - Market Update After a few months of disappointing jobs reports, robust job growth came back in October, with 531,000 new jobs being added to the economy.1Adding to the good news, August [...]
October 2021 - Market Update Inflation remains at the forefront of market conversations with the latest Consumer Price Index (CPI) rising 0.4%1 in September. The bulk of the increase was food and [...]
September 2021 - Market Update Inflation remains the topic-du jour after a lower than expected August Consumer CPI report of 0.1% (vs an expected 0.3%). Will inflation start falling or remain stubbornly [...]
August 2021 - Market Update Inflation in July was back in-line with expectations following June's surprises. We're still seeing substantial inflation versus a year ago, but that is to be expected given [...]
A recent survey1 on social security conducted by Nationwide revealed some eye-opening stats. Interestingly, of those surveyed, 89% responded they were somewhat confident in their knowledge of social security. However, when tested on [...]
July 2021 - Market Update These days, everything is about the Fed. Fed Chairman Powell has continued to defend the Fed's accommodative policy in testimony to Congress. However, he noted the central [...]
June 2021 - Market Update It feels good to have a month of relatively slow news, data, and markets. While inflation reports are grabbing the headlines, along with the occasional meme stock [...]
