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Weekly Commentary

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May 5, 2025
by RSadminuser

Economic Commentary – May 5, 2025

A recent meeting with a Pentagon officer yielded a phrase that he surely would be amused to see deployed to economic thinking: “Fog and Friction.” The conventional application of the
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