Economy remains strong despite building headwinds for growth Data point to recession risks, but current momentum makes it unlikely that a recession would start until Q4 or later. Economic Commentary July 31, 2023 economic growthinflationinterest ratesmarket commentary
“Goldilocks” data has given the bulls confidence Equity markets rallied following a brief period of consolidation, with the S&P 500® Index touching the highest level since last April Capital Market Impact July 17, 2023 economic growthinflationinterest ratesmarket commentary
Inflation declines sharply in June: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary July 17, 2023 consumer spendingeconomic growthemploymentinflation
Labor market finally cools off: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary July 10, 2023 consumer spendingeconomic growthemploymentinflation
When a client has a large expense, consider securities-backed lending When a client faces a large expense — whether a sudden need or a long-planned purchase — there are several funding options that they’re likely to consider. Clients might not be aware, however, of securities-backed lending (SBL). Client outcomes June 27, 2023 consumer spendinghabitsinvesting strategies
Stocks offer another lesson in long-term investing Investors who exited stocks during last year’s bear market may have missed some ongoing rallies. Capital Market Impact June 21, 2023 investing strategiesmarket commentarystock market
Economic uncertainty has those closest to retirement delaying their plans After decades of saving and planning, many pre-retirees (non-retired investors aged 55-65) are reconsidering their retirement plans. Client outcomes June 20, 2023 client relationshipsinflationretirement planning
Replay: Simplifying the big questions clients are asking now Our recent LinkedIn Live discussion covered what’s happening in the economy and potential market opportunities. Economic Commentary June 15, 2023 economic growthinflationinterest ratesmarket commentary
Podcast: How are business owners feeling in today’s economy? Kathy Bostjancic and JJ Perez provide their outlook on the economy and how business owners are feeling. Economic Commentary June 13, 2023 economic growthinflationinterest ratesmarket commentary
Solid labor market cures many ails for the economy but can’t last forever Job gains were strong in April as demand for labor remains strong. Economic Commentary June 8, 2023 economic growthinflationinterest ratesmarket commentary