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Economic Commentary – August 18, 2025

An invite to the annual Federal Reserve Jackson Hole Symposium — officially, “The Federal Reserve Bank of Kansas City’s Economic Policy Symposium in Jackson Hole, Wyoming”— has been highly prized almost from

Wealth Planning Commentary – August 11, 2025

How Government Economic Data Impacts Your Plan The Bureau of Labor Statistics (BLS) has been in the headlines recently following the dismissal of its director over allegations of inaccurate employment

Investment Commentary – August 11, 2025

Equities The S&P 500 returned +2.4% as markets focused on strong corporate earnings results and looked past the disappointing economic data from the previous week. Markets looked past several data

Economic Commentary – August 11, 2025

Inflation returns to center stage this week with the release of the July Consumer Price Index (CPI) and Producer Price Index (PPI). These numbers have significance for all the usual

Wealth Planning Commentary – August 4, 2025

What’s Happening to Renewable Energy Incentives? The One Big Beautiful Bill Act (OBBBA) is a sweeping piece of legislation, covering a wide range of tax and incentive changes. One area

Investment Commentary – August 4, 2025

Executive Summary Last week, U.S. stocks were down and bonds up (price up / yield down). The S&P 500 outperformed the MSCI Emerging Markets and MSCI EAFE indices. As for

Economic Commentary – August 4, 2025

The flood of economic data last week measured up to all expectations — and probably exceeded more than a few. Collectively, the data painted a picture that most people had