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…
Financial News for the Week of October 17th, 2025
Financial News Highlights Alternative data helped fill the void of official releases due to the ongoing government shutdown. The Cleveland Fed’s Inflation Nowcasting model estimated core inflation remained around 3%…
Financial News for the Week of October 10th, 2025
Financial News Highlights The government shutdown continues through its second week, with no clear end in sight, while trade tensions between the U.S. and China have suddenly heated up. Absent official data, the market…
How to Turn Your Nest Egg Into Income for a Confident Retirement
By Jason List, CFP®, CFA You’ve spent years building a retirement portfolio you can be proud of. However, when it comes to retirement planning, saving is just half the battle. The next step is taking those savings and using them to create a steady…
Financial News for the Week of October 3rd, 2025
Financial News Highlights The U.S. government has shut down all “non-essential” services this week as Congress failed to pass a bill to fund government spending. In the absence of payrolls data, the ADP report took the…