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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

Investment Commentary – February 10, 2025

Executive Summary Non-U.S. equities are benefiting from central banks cutting rates and economic data that is holding in ok. The Bank of England cut interest rates last week, and some

Wealth Planning Commentary – January 27, 2025

The Impact of Wildfires on Insurance Claims and Mortgage Payments The recent wildfires in Los Angeles brought attention to an important issue regarding insurance claims for homeowners with mortgaged properties.

Economic Commentary – January 27, 2025

This week, the Federal Open Market Committee meeting is expected to introduce a new monetary policy concept: The Pause. Of course, there is no such theory called “The Pause,” and