Financial News for the Week of January 9th, 2026
Financial News Highlights The payrolls report for December came in weaker than expected, capping off the “low hire, low fire” 2025 jobs market. Global oil markets adjusted to the possible return of Venezuelan crude to…
Financial News for the Week of December 19th, 2025
Financial News Highlights Employment growth slowed in the first two months of the fourth quarter, owing to the impact of deferred resignations on federal government employment. Inflation fell sharply in November, but the…
Financial News for the Week of December 12th, 2025
Financial News Highlights The Federal Reserve delivered a third consecutive quarter-point rate cut this week, bringing the target range to 3.50%-3.75%. Three voters dissented on December’s decision and there was…
Your First 7 Financial Steps After Losing a Spouse
By Jason List, CFP®, CFA Stepping into a new financial role after losing a spouse is one of life’s most tender and challenging transitions. If you’re navigating this season, know this: you are not alone, and countless others have effectively taken…
Financial News for the Week of December 5th, 2025
Financial News Highlights Real consumer spending was flat in September, ending the third quarter on a soft note. Consumption for the third quarter was up 2.7% (q/q annualized). The Fed’s preferred inflation gauge – the…
Financial News for the Week of November 28th, 2025
Financial News Highlights Market expectations for a Fed rate cut on December 10th are now north of 80%, as key Fed officials voice support for a further reduction. Retail sales for September were a bit weaker than…
Taxes in Retirement: Money-Saving Strategies
By Jason List, CFP®, CFA Whether you’re a business owner or a working professional, you’ve spent years sharpening your tax strategy. Managing taxes in retirement is a little different. When you understand how retirement income taxes work, you can…
Financial News for the Week of November 21, 2025
Financial News Highlights Equity markets sold off this week as investors continued to worry about the valuations of AI companies. Although the data fog has started to clear, it did little to resolve differences among…
Financial News for the Week of October 31st, 2025
Financial News Highlights With no end in sight, the government shutdown is nearing the longest in U.S. history. A meeting between President Trump and President Xi led to a further easing in U.S.-China trade tensions. The…
Financial News for the Week of October 24th, 2025
Financial News Highlights The federal government shutdown entered its 4th week, becoming the 2nd longest in history. The CPI data release for September, delayed by the shutdown, showed inflation moderated during the…