Loading . . .

  • Why Us
  • Contact
  • Why Us
  • Contact
Talk to us

Weekly Commentary

  1. Home
  2. Weekly Commentary
  3. Page 13
April 28, 2025
by RSadminuser

Wealth Planning Commentary – April 28, 2025

Creating Peace of Mind During Volatility The markets feel relatively calm compared to early April, and it is easy to become complacent. However, it remains more likely than not that
April 28, 2025
by RSadminuser

Investment Commentary – April 28, 2025

Executive Summary The “soft” negative survey data has yet to show up in the “hard” economic data. The U.S. Market preliminary manufacturing PMI came in above estimates at 50.7. The
April 28, 2025
by RSadminuser

Economic Commentary – April 28, 2025

This is a good week to let the data — there will be a lot of it— do the driving. And it is likely to be something of a joy
April 21, 2025
by RSadminuser

Wealth Planning Commentary – April 21, 2025

Seeking Stability with Annuities Amid this year’s market volatility, certain high-net-worth individuals and families who have historically been comfortable with risk are shifting their behavior. Some are now expressing increased
April 21, 2025
by RSadminuser

Investment Commentary – April 21, 2025

Executive Summary Last week was another round of “headline roulette” where Trump claimed a trade deal with the EU was imminent (though he provided no details or timeline); Trump was
April 21, 2025
by RSadminuser

Economic Commentary – April 21, 2025

Timing is everything, so the saying goes.  Economists would paraphrase this by saying “time frame is everything;” play around with the time frame enough and one can perhaps prove just
April 14, 2025
by RSadminuser

Wealth Planning Commentary – April 14, 2025

Volatile Times: Tax Loss Harvesting, 529 Plans, and Risk Tolerance Many investors have sold positions over the past few weeks to lock in capital losses. It’s important to distinguish capital
April 14, 2025
by RSadminuser

Investment Commentary – April 14, 2025

Executive Summary A few themes jumped out to us last week including softer inflation readings and encouraging bank earnings season reports and guidance. The parts of the consumer price index