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Economic Commentary – February 10, 2025

The most notable number for this week is the number from Friday of last week— but NOT the nonfarm payrolls number, despite its importance. The Michigan Survey of Consumer Confidence

Investment Commentary – February 10, 2025

Executive Summary Non-U.S. equities are benefiting from central banks cutting rates and economic data that is holding in ok. The Bank of England cut interest rates last week, and some

Wealth Planning Commentary – January 27, 2025

The Impact of Wildfires on Insurance Claims and Mortgage Payments The recent wildfires in Los Angeles brought attention to an important issue regarding insurance claims for homeowners with mortgaged properties.

Economic Commentary – January 27, 2025

This week, the Federal Open Market Committee meeting is expected to introduce a new monetary policy concept: The Pause. Of course, there is no such theory called “The Pause,” and

Investment Commentary – January 27, 2025

Last week, stocks experienced a slight pause near record highs, but the market still secured its strongest start to a presidential term since Ronald Reagan took office in 1985. In

Wealth Planning Commentary – January 21, 2025

Gen X and Retirement Concerns People between the ages of 45 and 60, labeled Generation X, are increasingly worried about retirement. Despite many having substantial liquid assets, some find themselves

Economic Commentary – January 21, 2025

Some of you will remember the famous quote from the film “Apocalypse Now”: “I love the smell of napalm in the morning.” You can be forgiven for thinking this might

Investment Commentary – January 21, 2025

Executive Summary Earnings season starts strong, and U.S. economic data keeps beating estimates. Last week, stocks and bonds were up on the week (bond prices up / yields down). The