Trump vs. Harris: Financial Planning
Perhaps the most complex area when it comes to the outcome of the election is tax policy – specifically “The Tax Cuts and Jobs Act.”
How Retirees Can Navigate Cost of Living Challenges
Given the difficult inflationary conditions of the past few years, the risk that worries most retirees continues to be outliving their savings.
Last Week on Wall Street: Stocks Mixed Ahead of Election [Oct. 28-2024] – Video
Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum.
2024 Gold Rally
Along with the uncertainty of the past few years, it’s no wonder that we’re seeing a 2024 gold rally as prices have risen to record levels above $2,700 per ounce.
Last Week on Wall Street: Sixth Week of Gains [Oct. 21-2024] – Video
Stocks posted their sixth week of gains last week, with quarterly earnings season in full swing and the election on the horizon.
Chart of the Month | Uncharted Territory: Understanding This Economic Cycle
The economy is in uncharted territory. Figure 1 graphs the Leading Economic Index (LEI), which tracks ten data points that tend to change before the overall economy does.
The Impact of Tax Proposals and the Election
With a couple of weeks until the presidential election, the tax policy platforms for Donald Trump and Kamala Harris are gradually forming.
Quarterly Webinar: Q4 2024 Market and Economic Themes
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 4th quarter of 2024.
Last Week on Wall Street: Oil and Jobs [Oct. 7-2024]
Stocks were essentially unchanged last week as geopolitical tensions added some volatility to an otherwise quiet trading week.
3rd Quarter 2024 Market and Economic Review
The major development in 3Q 2024 was the Federal Reserve’s decision to cut interest rates by -0.50%, the first rate cut of this cycle.
5 Insights on the Fed, Election, and Volatility in Q4 2024
As we enter the final stretch of the year, here are 5 Insights on the Fed, Election, and Volatility in Q4 2024.
Last Week on Wall Street: Rate Cut Momentum [Sep. 30-2024] – Video
Stocks moved higher last week, continuing to build on the momentum generated after the Federal Reserve decided to cut short-term rates by 0.50%.
Fed Rate Cuts: What Happens Now?
As a follow up to my recent video on this subject, I thought it would make sense to dive a little deeper into the recent Fed rate cuts, and what happens now.
Last Week on Wall Street: Half-Point Cut [Sep. 23-2024]
Stocks moved higher last week after the Federal Reserve’s half-point rate cut, a more significant cut than some investors anticipated.
The Fed Makes the “Bolder” Choice | How Does This Affect You? [VIDEO]
Here’s a quick video analysis of the Fed’s rate cut decision and how it may affect you. Nothing fancy, just the facts.
