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Weekly Commentary

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March 24, 2025
by RSadminuser

Wealth Planning Commentary – March 24, 2025

Beneficial Ownership Information (BOI) Reporting Update FinCEN has removed the requirement for U.S. companies and persons to report beneficial ownership information (BOI) under the Corporate Transparency Act, effective March 2,
March 24, 2025
by RSadminuser

Investment Commentary – March 24, 2025

What Happened US equity markets finished the week up after four consecutive weeks of negative returns. Markets were focused on the Fed’s Summary of Economic Projections, which showed that the
March 24, 2025
by RSadminuser

Economic Commentary – March 24, 2025

With the Trump Administration’s “major” reciprocal tariffs scheduled to be announced — and possibly take effect— on April 2, the focus is increasingly on the possible production and employment impacts
March 17, 2025
by RSadminuser

Wealth Planning Commentary – March 17, 2025

Managing Your Plan Amid Inflation Shifts February inflation data was released last week, showing signs of stabilization. Consumer prices were up 2.8% in February from a year earlier, per the
March 17, 2025
by RSadminuser

Investment Commentary – March 17, 2025

What Happened The S&P 500 fell into “correction” territory (a drop of 10% from a recent peak) as markets continue to worry that uncertainties and potential inflation due to tariffs
March 17, 2025
by RSadminuser

Economic Commentary – March 17, 2025

A consensus is growing that the first quarter’s economic growth has slowed to 1%, possibly less. As would be expected, this has taken some of the heat out of the
March 10, 2025
by RSadminuser

Wealth Planning Commentary – March 10, 2025

Staying Ahead of Volatility Even with seemingly stable economic data and company fundamentals, there’s an undercurrent of fear and uncertainty that may lead to further market volatility. It’s important to
March 10, 2025
by RSadminuser

Investment Commentary – March 10, 2025

Equities The S&P 500 returned -3.1% as uncertainty over tariffs and weak economic data roiled markets. The U.S. dollar saw its longest losing streak since last September, ending the weak