Financial Planning
Financial News for the Week of January 13th, 2023
Financial News Highlights After fifteen rounds of votes, Kevin McCarthy was elected the new House Speaker. However, it didn’t come without making major concessions, setting the stage for more political…
Financial News for the Week of January 6th, 2023
Financial News Highlights The labor market cooled modestly in December, with 223k new jobs added and the unemployment rate ticking back down to 3.5%. The House of Representatives failed to elect a…
Financial News for the Week of December 16th, 2022
Financial News Highlights The FOMC downshifted its tightening race in December, raising the policy rate by 50-bps, bringing the operating band to 4.25%-4.5%. The FOMC’s Summary of Economic Projections showed a less optimistic…
Financial News for the Week of December 9th, 2022
Highlights Somewhat unexpectedly, the ISM services index accelerated in November, with the business activity sub-index expanding to a level last seen in 2021. The services sector continues to struggle with elevated…
Financial News for the Week of December 2nd, 2022
Financial News Highlights Employment rose by 0.2% month-on-month (m/m) for the fourth consecutive month in November, surpassing expectations for a moderate slowdown in job growth. Core PCE inflation for October eased slightly to 5%…
Featured Article: The Ingredients For A Happy Retirement
The Ingredients For A Happy Retirement Andrew Rosen What are the ingredients for a happy retirement? (Photo by Bryn Colton) What’s the difference between a happy retirement, and a not-so-happy retirement? Financial planners have…
Featured Article: To Find the Wines of Summer, Just Say Quaffable
Featured Article: To Find the Wines of Summer, Just Say Quaffable Terms like ‘refreshing,’ ‘easy drinking,’ ‘crisp’ and ‘light’ have all been offered as synonyms. Our wine columnist dove deep into the category and came up with 5 categorically…
Featured Article: 9 Under-the-Radar Vacation Spots in Europe
9 Under-the-Radar Vacation Spots in Europe Where to beat inflation and crowds in Europe this summer? Here, 9 travel alternatives to the usual hot spots in Italy, France and Spain So you missed your chance to travel too Venice, Paris and Barcelona…
Financial News for the Week of June 10, 2022
Financial News Highlights U.S. CPI came in above expectations, with the headline reading reaching a new 40-year high. Core inflation also surprised with a broad-based acceleration. The U.S. trade deficit narrowed in April with both lower U.S.…
Financial News for the Week of June 3rd, 2022
Financial News Highlights The U.S. economy continued to add jobs in May, though at a slower pace than in the previous month. The unemployment rate held steady at 3.6% and the labor force participation rate edged up by 0.1 percentage point. Job…