All Insights

Search Results

The Morning View: May 26, 2023

Announced this morning, Personal Income grew 0.4% in April, as expected. Personal Spending grew 0.8% in April, much higher than expected and a strong rebound from the previous month. Real Personal Spending which accounts for inflation increased 0.5% in April, also...


Trust Provisions Addressing Substance Use Require Flexibility

Parents fearing substance abuse by their beneficiaries can include instructions aimed at deterring addictive behavior and blocking the potential misuse of funds. Originally published on May 23, 2023 For many years, parents leaving substantial wealth...


Market Perspectives- May 2023

Expectations Reset •  The FOMC (Federal Open Market Committee) raised rates, potentially for the last time, to a Fed Funds range of 5-5.25%, the highest since September 2007. • Inflation levels are falling, with April’s Headline CPI dropping to 4.9% from the June 2022...


The Morning View: May 10, 2023

Announced this morning, the Consumer Price Index increased 0.4% in April, as expected and higher than the previous month. It grew 4.9% on an annual basis. Monthly prices for Used Cars and Trucks, up 4.4%, and Gasoline, up 3.0%, were relatively strong, while monthly...


Market Update -May 2023

A Month At-A-Glance Global equities rose in April amid regional banking stress and worsening leading economic indicators. Despite the worries, the economy remains resilient and has yet to contract. Investors waited for the Fed’s early May rate decision—widely believed...


Retirement Times May Newsletter

May 2023 This month's Retirement Times discusses the following: Is Your Retirement Plan "Catchy?" Leveraging ChatGPT in Retirement Plan Management: Opportunities, Concerns and Best Practices Dear Prudence: What is Prudence Anyway? Participant Corner - The Advantage of...


The Morning View: May 5, 2023

Announced this morning, the economy added 253,000 jobs in April, much higher than expected.  However, the previous month’s figure was revised lower, tempering this month’s increase.  The Health Care and Social Assistance industry was relatively strong, while Temporary...


Post-FOMC Thoughts – May 3, 2023

Today’s Federal Open Market Committee (FOMC) meeting brought with it the 10th successive Fed Funds rate hike in the past 14 months. During this time period, the target range has increased all the way from the “zero bound” to 5.00-5.25%. This has been the fastest...


Changes to 529 Plans Provide New Flexibility for Families

BY: J. Harvie Roe, CFP®, MBA | President, AmeriTrust BY: Kenny Brown, Jr, MBA | Senior Vice President, Chief Operating Officer, AmeriTrust The cost of college tuition goes up by the year, and for those families who are able to afford it at all, it’s one of the biggest...


Interested in speaking with

one of our experts?