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Market Update- February 2026
Summary Equity markets are off to a quick start in 2026, with leadership shifting from mega-cap technology to previously overlooked value and smaller-cap stocks. The trend from last year of a weaker dollar fueling foreign equity market outperformance has continued...
Market Perspectives- January 2026
Changing of the Guard Key Takeaways The policy backdrop is shifting, not destabilizing. Changes at the Federal Reserve reflect an emphasis on credibility and discipline rather than a break from growth-supportive policy. The economy remains on solid footing....
Retirement Times February 2026
February 2026 This month's Retirement Times discusses the following: Industry Experts Debate ERISA Litigation Reform in Recent Hearing The Unique Retirement Planning Considerations of “Single Savers” Household Spending Data Reveals Participant Borrowing Patterns...
The Morning View: January 30, 2026
https://vimeo.com/1160217734 Announced this morning, the Producer Price Index increased 0.5% in December, higher than expected; and it increased 3.0% on an annual basis, the same as the annual increase in the previous month. Looking at the various categories, final...
Post-FOMC Thoughts – January 28, 2026
The Decision At the conclusion of today’s FOMC meeting, the Fed Funds rate was held steady at the current range of 3.50% – 3.75%. Today’s decision was once again not unanimous; there were multiple dissenting votes. Stephen Miran and Christopher Waller would have...
The Morning View: January 22, 2026
https://vimeo.com/1157234854 In this morning’s data, Initial Jobless Claims were 200,000 for the week ending January 17th, less than expected and increased by just 1,000 from the previous week’s revised figure. Continuing Claims were 1,849,000 for the week ending...
The Morning View: January 13, 2026
https://vimeo.com/1154003912 Announced this morning, the Consumer Price Index (CPI) increased 0.3% in December, as expected. On an annual basis it grew 2.7%, also as expected and the same as the previous annual increase. The core rate, which excludes prices for food...
The Morning View: January 9, 2026
https://vimeo.com/1152902725 Announced this morning, the economy added 50,000 jobs in December, less than expected and the previous month’s increase was revised slightly lower. In reviewing the individual industries, the Leisure and Hospitality industry was...
Market Update- January 2026
Fourth Quarter 2025 In the fourth quarter, the S&P 500 gained 2.7%, lifting its year-to-date return to 17.9%. The continued strength of corporate earnings, particularly in the technology and communication services sectors, drove the index higher. Much of the...
Retirement Times January 2026
January 2026 This month's Retirement Times discusses the following: OMB Poised to Review Proposed Rule on Paper Statements and E-disclosures Savings Inertia: Moving Beyond the Default The $100 Billion Swing Era – Managing Headline Overload Participant Corner: You Can...