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The Morning View: August 15, 2025
https://vimeo.com/1110297312 In this morning’s data, Retail Sales increased 0.5% in July, slightly less than expected, and the previous month was revised considerably higher. The Control Group, which is a closer measure of the inputs for GDP that excludes...
The Morning View: August 19, 2025
https://vimeo.com/1111336980 Announced this morning, Housing Starts were 1,428,000 in July, well above expectations and a 5.2% increase from the previous month. In addition, Building Permits were 1,354,000 in July, less than expected, and a -2.8% decrease from the...
Market Update- August 2025
Market Commentary July proved to be an eventful month for markets as investors weighed encouraging economic data against lingering uncertainties. The S&P 500 reached an all-time high during the month, buoyed by strong earnings reports—particularly from large...
The Morning View: August 7, 2025
https://vimeo.com/1108113493 In this morning’s data, Initial Jobless Claims were 226,000 for the week ending August 2ndth, slightly more than expected and 7,000 more than the previous week. In addition, Continuing Claims were 1,974,000 for the week ending July 26th,...
Retirement Times August 2025 Newsletter
August 2025 This month's Retirement Times discusses the following: Guiding 60-Somethings Through the Final Stretch of Retirement Planning How Legislation, Location, and Longevity Are Shaping Retirement Readiness Talking Retirement Across Generations Participant...
The Morning View: August 1, 2025
https://vimeo.com/1106486492 In this morning’s data, the economy added 73,000 jobs in July, less than expected and the previous month was revised substantially lower to only 14,000 jobs added. The Private Education and Health Services industry was relatively strong,...
Post-FOMC Thoughts – July 30, 2025
The Decision At the conclusion of today’s FOMC meeting, the Fed Funds rate was held steady, as expected, maintaining the current range of 4.25%–4.50%. It was NOT a unanimous decision. Both Michelle Bowman and Christopher Waller voted against this action and would have...
The Morning View: July 24, 2025
https://vimeo.com/1104183762 Announced this morning, Initial Jobless Claims were 217,000 for the week ending June 19th, less than expected, and 4,000 less than the previous week. In addition, Continuing Claims were 1,955,000 for the week ending June 12th, slightly...
Market Perspectives- Q2-July 2025
Resilience, Rotation, and the Risk of Complacency Markets delivered strength, not certainty — Strong YTD gains masked narrowing leadership, rising concentration, and a market still wary of what comes next. The Fed’s pause is not a pivot — Inflation has cooled, but not...
Fixed Income Update – July 2025
2nd Quarter 2025 Fixed Income Review Despite much market volatility, the Federal Open Market Committee (the monetary policy-making body of the Federal Reserve System, or FOMC) left its fed funds target rate in a range of 4.25% to 4.50% for the first six months of...