Consumer spending picked up in April: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary May 24, 2023 consumer spendingeconomic growthemploymentinflation
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
How financial advisors should approach succession planning Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm. Business Growth November 29, 2022 practice management
Reading the volatility tea leaves Mistaking volatility for a change in sentiment makes market timing a perilous practice. Capital Market Impact October 26, 2022 investing strategiesmarket commentarystock market
Markets unable to sustain a bounce with sentiment at historic lows Bears continue to control the equity market, with the S&P 500® Index unable to sustain a relief rally and sitting less than 1% above the low for the year. Capital Market Impact October 17, 2022 economic growthinflationinterest ratesmarket commentary
Medicare Questions – Answering Clients’ Most FAQ Be prepared for what is on your client’s minds when it comes to Medicare. Client outcomes August 15, 2022 health careMedicareretirement planning
Weak investor sentiment drives “risk-off” approach Investors continue to aggressively shift to risk-off postures Capital Market Impact April 25, 2022 economic growthinflationinterest ratesmarket commentary
