Make your annual review more efficient and productive to improve next year
When you work with a financial advisor, then you know how important the year-end review is to the financial planning process. And given that you should be scheduling your year-end review this month, let’s review how you can best prepare.… Read More
Consumer strength has been one of the great surprises of 2023. Recent comprehensive GDP revisions suggest thatconsumers still have a sizable excess savings cushion accumulated from government aid during the pandemic.
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weekly_market_recap-10-23-2023
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Tips to help you find your financial planner and financial planning firm
The financial planner and financial planning firm you pick to manage your assets and advise you on key financial decisions affects your retirement and other major financial goals more, maybe, than even you.… Read More
Headline inflation rose 0.4% m/m and 3.7% y/y in September, partly due to higher energy prices with the gasoline CPIcomponent rising 2.1% m/m and 3.0% y/y. However, there could be better news coming on this front. This week’s chartshows daily gasoline prices, WTI crude oil prices and the spread between the two, which reflects taxes, distributioncosts and, most importantly, refining margins.… Read More
The Financial QuarterlyHow Did Markets Perform Last Quarter?S&P 500-3.7%The broader U.S. market lost ground in a weak third quarter as investors ran out of good vibes.1NASDAQ-4.1%The tech-focused NASDAQ dropped in Q3 as macroeconomic worries eroded investor confidence.1DOW 30-2.6%The blue-chip Dow also fell on macroeconomic worries but held up better against its counterparts.1Looking AheadWhat Factors May Influence Markets in the Months to Come?Let’s… Read More
Inventory levels are a key driver of economic momentum as businesses decide to cut or add to stock piles to keep themat an optimal level, but what is an optimal level? The monthly ISM reports ask service providers and manufacturers howthey feel about current inventory levels.… Read More
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What are your top three financial goals?
How do you think your goals could change after doing one simple exercise?
Any of us can answer that first question pretty easily. We can spit out a few generic goals off the top of our heads.… Read More
Resilient economic activity during the third quarter helped spur excitement for a “soft-landing” of the U.S. economy.However, the quarter was less exciting for financial markets, which struggled as investors re-positioned for higher ratesfor longer.
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weekly_market_recap-10-02-2023
Once again, the dysfunction in Congress could lead to a government shutdown if a deal is not reached by September 30, 2023. For many, this may be confusing, as we just went through another debacle earlier this year.
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On-The-Mark_-Special-Edition-September-2023
Last week, the FOMC left policy rates unchanged at the current range of 5.25-5.50%. In its post-meeting statement,the FOMC maintained its hawkish bias, noting the “solid pace” of economic growth and that “inflation remains elevated.”
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weekly_market_recap-09-25-2023