December Monthly Dashboard: Virus resurgence threatens near-term growth even as vaccines/stimulus lift expectations The uptick in infections slowed the economic recovery even as vaccine and stimulus news lifted prospects for a rebound. Economic Commentary December 22, 2020 consumer spendingeconomic growthinflationinterest rates
Investor optimism around vaccines and stimulus may have peaked Record equities continue to concern observers, with several asset classes echoing trends from the late 1990s Capital Market Impact December 21, 2020 economic growthinvesting strategiesmarket commentary
Stock valuations elevated as warning signs rise Stock valuations are elevated in more ways than one. Capital Market Impact December 17, 2020 investing strategiesmarket commentary
Vaccine optimism drives markets to record highs Equity markets broke out to a fresh record high on optimism surrounding a vaccine Capital Market Impact November 16, 2020 economic growthinvesting strategiesmarket commentary
The recovery shifts to a lower gear October Monthly Dashboard: Some components of the economic recovery downshifted in September. Economic Commentary October 23, 2020 consumer spendingeconomic growthinflationinterest rates
Momentum is slowing, but the recovery continues August Monthly Dashboard: Economic data remained mostly positive through July. But the recovery appears to be decelerating. Economic Commentary August 28, 2020 consumer spendingeconomic growthinflationinterest rates
Indicators suggest economy is still running hot: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary February 20, 2023 consumer spendingeconomic growthemploymentinflation
Stunningly strong job gains are too hot for the Fed: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary February 6, 2023 consumer spendingeconomic growthemploymentinflation
Rally continues as investors hope for a soft landing Equity markets continued their impressive start to the year on growing hopes for a soft landing, gaining in four of the five weeks. Capital Market Impact January 30, 2023 economic growthinflationinterest ratesmarket commentary
Tips for funding a Roth account in 2023 2023 could be a really good year to fund a Roth account. Why? Because of low current tax rates and changes to how the standard deduction, tax brackets, and retirement account contribution limits are adjusted for inflation. The high inflation of 2022 means that in 2023 the standard deduction will be higher, and federal income tax brackets will be expanded. As a result, some people could be looking at a lower federal income tax bill this year, making contributing to a Roth account more efficient. Client outcomes January 26, 2023 habitsinvesting strategiesretirement incomeretirement planning
