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Wealth Planning Commentary – February 24, 2025

Market Jitters Recent economic indicators suggest the economy may be cooling, including a decline in the US Purchasing Managers Index for Services and a weaker-than-expected Michigan Consumer Sentiment Survey. This

Economic Commentary – February 24, 2025

Was last Friday’s US Purchasing Managers Index for Services the proverbial shot across the bow? It was certainly an attention-grabber, coming in below expectations and indicating the first monthly contraction

Investment Commentary – February 24, 2025

Executive Summary The S&P 500 hovered near its all-time highs, while the bond market ended the week with gains (price up / Yield down) as weaker-than-expected retail sales rekindled hopes

Wealth Planning Commentary – February 18, 2025

Navigating Inflation Inflation remains a concern, holding steady at 3% (U.S. Consumer Price Index, February 2025). Given this persistence, the Federal Reserve is unlikely to lower rates aggressively. While this

Economic Commentary – February 18, 2025

It is more than a bit unusual, in an economy growing almost 3% and an unemployment rate at 4%, to suddenly see so many Google (and ChatGPT) searches on the

Investment Commentary – February 18, 2025

Executive Summary The S&P 500 hovered near its all-time highs, while the bond market ended the week with gains (price up / Yield down) as weaker-than-expected retail sales rekindled hopes

Wealth Planning Commentary – February 10, 2025

What Policy Shifts Could Mean for Your Long-Term Strategy Many changes are unfolding in Washington, including ongoing discussions about tariffs – most recently on steel and aluminum. The outcome remains

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