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The Morning View: November 6, 2025
https://vimeo.com/1134263004 Announced yesterday, the ADP National Employment report indicated that private sector jobs increased by 42,000 in October, rebounding from the -29,000 figure the previous month. In the month, the transportation & utilities industry,...
Post-FOMC Thoughts – October 29, 2025
Monetary Policy During a Government Shutdown How should the FOMC manage monetary policy during a government shutdown? Well, to borrow a couple of wise words from the band Run-DMC, “It’s tricky.” It’s tricky because of the lack of data available during a time when the...
The Morning View: October 24, 2025
https://vimeo.com/1130254309 In this morning’s data, the Consumer Price Index (CPI) increased 0.3% in September, slightly less than expected and less than the previous month’s increase. On an annual basis it grew 3.0%, also less than expected but one tenth higher...
Market Perspectives- October 2025
Trending Within a Volatile Market Navigating a Later-Cycle Landscape Resilient growth continues despite policy noise and an extended government shutdown. The Fed’s late-October meeting and a gradually steepening yield curve confirm a measured easing path. Consumers...
New Tax Law: Some Contributions Go Further
Starting January 1, 2026, many aspects of the new tax legislation (commonly referred to as the One Big Beautiful Bill Act or OBBBA) goes into effect that could reshape how you support the causes you care about. These changes include preserved incentives for charitable...
Market Update- October 2025
Third Quarter 2025 Executive Summary Investors face a complex environment with competing forces. Equity markets hover near record levels, supported by corporate earnings and consumer spending, while key economic indicators suggest slowing growth. The Federal Reserve's...
Retirement Times October 2025 Newsletter
October 2025 This month's Retirement Times discusses the following: Rising Markets Don’t Lift All Participants PEPs Gaining Ground, But One Size May Not Fit All Other Benefits Developments Participant Corner: Retirement May Be Your Next Adventure Download the...
Investment Outlook – October 2025
May You Live in Interesting Times Here we are, two-thirds of the way through 2025, at the beginning of fall (just past the autumnal equinox) and the Federal Reserve has cut overnight rates by .25% (from a range of 4.25%-4.5% to a new range of 4.00%-4.25%). This is the...
The Morning View: September 26, 2025
https://vimeo.com/1122218741 Announced this morning, the PCE Deflator increased 0.3% in August as expected and was up 2.7% on an annual basis. The Core PCE Deflator, which excludes food and energy prices and is closely monitored by the Federal Reserve for policy...
Market Perspectives- September 2025
The Fed Squint The first rate cut in nine months came in September. Was it a near-blink in response to weak jobs data, or a nod to Washington’s political pressure? After downward revisions, unemployment is up to 4.3% and “true” private payrolls—excluding government,...