October Recap and November Outlook The fourth quarter has seen the longest government shut down on record, and an election cycle that would seem to reflect some voter dissatisfaction with the status quo. The shutdown…
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Retirement is just as much a leap of faith as any other significant life change. No matter how much you prepare, you will only really understand all the implications when you start your new life….
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August Recap and September Outlook An extremely low jobs report for August, released in the first week of September, focused all attention on the jobs market. The real shock wasn’t the low number of jobs…
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June Recap and July Outlook June saw a further complication of the macro situation as U.S. military involvement in Iran was added to ongoing tariff confusion and a worsening of the economic outlook for the…
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May Recap and June Outlook May was a month of differing perspectives. Markets turned positive on a belief that a solution on tariffs would be eventually forthcoming, and the continued whipsawing headlines began to have…
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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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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priority of “reindustrializing the U.S.” is coming into focus as tariff announcements – even if softened or rescinded – indicated that this is a policy, not just…
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I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio? We’ve seen a massive amount of change in the federal government in the last month since Trump was inaugurated for his second…
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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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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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