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…
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…
Financial News for the Week of September 5th, 2025
Financial News Highlights Financial markets were volatile this week. Bonds and equities sold off at the start of the week only to reverse course later as soft labor market data started to trickle in. ISM manufacturing…
Financial News for the Week of August 29th, 2025
Financial News Highlights President Trump is attempting to remove FOMC member Lisa Cook, sparking further concerns of Fed independence. Real GDP growth for the second quarter was revised higher to 3.3%, with most of the…
Financial News for the Week of August 15th, 2025
Financial News Highlights Inflation pressures rose in July, with core CPI rising above 3% for the first time since February. Meanwhile the uptick in PPI suggests a shift to higher tariff passthrough by companies. Retail…
Financial News for the Week of August 8th, 2025
Financial News Highlights As of August 7th, dozens of U.S. trading partners face significantly higher tariff rates, pushing the U.S. effective rate to roughly 19%. July’s reading of ISM services provided further evidence…