March Recap and April Outlook The month started out on a positive note as CPI came in lower than expected, creating a brief respite from worries about the impact of tariffs. It was short-lived, as…
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A new presidential administration will be working towards a very different agenda, and it will play out against the backdrop of a changed inflation and interest rate environment. Everything has changed from where it was…
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February Recap and March Outlook The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements – even if softened or rescinded – indicated that this is a policy, not just…
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Social security benefits are linked to inflation, and with inflation largely under control, the large cost-of-living (COLA) increases of the last several years are now a thing of the past. This year’s increase was much…
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January Recap and February Outlook January seemed to go on forever, as the country faced extreme weather and devastating wildfires. The new administration got underway with a lot of sound and fury, particularly around tariffs,…
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Last year ended with a strong economy and positive stock and bond market returns. With inflation under 3% and GDP over 3%, the soft landing remained in place. While volatility was not a constant theme,…
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December Recap and January Outlook The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland was the first) is historic by a host of measures. Starting a second term of…
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The Federal Reserve has succeeded in bringing inflation down to the long-term goal rate of near 2%, which is good news for consumers. But for savers and taxpayers, this means that the big increases we’ve…
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November Recap and December Outlook The transition to a new administration is underway with announcements of cabinet position nominees. The pro-business lean of the incoming government is not a surprise, and the emphasis is likely…
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The IRS has increased the contribution limits for many retirement savings plans. In 2025, 401(k)s, 403(b)s, governmental 457 plans, and the Thrift Savings Plan for government employees and the armed services will see an increase…
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