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

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…


Financial News for the Week of September 26th, 2025

Financial News Highlights With the House and Senate unable to pass a continuing resolution and both chambers on recess until next week, a government shutdown looks increasingly likely on October 1st. President Trump…


Financial News for the Week of September 19th, 2025

Financial News Highlights The Fed resumed rate cuts at this week’s FOMC meeting, lowering the policy rate by 25 basis points to 4.00%-4.25%. The Fed’s “dot” plot pointed to two more cuts by the end of this year, but it…


Financial News for the Week of September 12th, 2025

Financial News Highlights The preliminary benchmark revisions to the payrolls data through March 2025 suggest that job growth slowed earlier than previously believed, with 911k fewer jobs added in the year through March…