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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

Wealth Planning Commentary – July 28, 2025

What Families Should Know about the New Trump Account Earlier this month, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law, which included a variety of new

Investment Commentary – July 28 2025

Executive Summary We believe the tariff situation represents more of a consumption tax that will be more similar to a one-time price adjustment than stoking runaway inflation expectations.  We also

Economic Commentary – July 28, 2025

Occasionally, the amount of economic data made available in a short time can seem overwhelming. Such is the case this week, where the “main event” is the Federal Open Market Committee