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Investment Outlook – April 2024
Will They, Won’t They, When Will They? We’re talking about the Fed, of course. Will the Fed lower short-term rates, or will they keep them at the current range (5.25% - 5.50%) for another six or more weeks to see if core PCE inflation continues to decline towards a...
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Investment Outlook – April 2024
Will They, Won’t They, When Will They? We’re talking about the Fed, of course. Will the Fed lower short-term rates, or will they keep them at the current range (5.25% - 5.50%) for another six or more weeks to see if core PCE inflation continues to decline towards a...
The Morning View: April 1, 2024
Announced this morning, the PCE Deflator increased 0.3% in February, slightly less than expected and was up 2.5% on an annual basis, one-tenth higher than the previous reading. The Core PCE Deflator, which excludes food and energy prices and is closely monitored by...
Market Perspective- March 2024
Walking The Line As expected, the Federal Reserve held interest rates steady last week and signaled it still plans multiple cuts before the end of the year. Following its two-day meeting, the Federal Open Market Committee (FOMC) kept the benchmark overnight borrowing...
Are Revocable Trusts the New Estate Planning Craze?
In my previous life, as a practicing estate planning attorney, I would often joke with clients who brought me their documents for review. When this review included a revocable trust, I would often ask the age (or retirement date) of their previous planner. As was the...
Serving Women’s Financial Needs
As Americans continue to celebrate Women’s History Month, I’m drawn to the social media posts and the messages of encouragement and hope being shared. From self-care tips to prioritize one’s health, women sharing lessons learned about the value and power of...
Post-FOMC Thoughts
Leading up to Today’s Decision While it was not quite unfathomable that the first Fed Funds rate cut in this monetary policy cycle could occur today, it would have nevertheless been an extremely unlikely outcome. Expectations were firmly in place for the Fed Funds...
The Morning View: March 19, 2024
In this morning’s data, Housing Starts were higher than expected at 1,521,000 in February, which is a 10.7% increase from the previous month and a rebound from the revised -12.3% decrease in the previous report. Building Permits were also higher than expected at...
Market Update-March 2024
The Month At-A-Glance After surpassing its all-time high in January, the S&P 500 powered through the 5,000 level to finish the month 5.3% higher. Momentum within growth stocks continued, with Russell 1000 Growth adding 6.8% in February, which brings its trailing...
The Morning View: March 8, 2024
Announced this morning, the economy added 275,000 jobs in February, more than expected but the previous month was revised lower. The Leisure and Hospitality industry was relatively strong, while Temporary Help was relatively weak. The Unemployment Rate ticked...