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Investment Outlook – January 2026

Ring Out the Old and Ring in the New Here we are again at the intersection of two years, one old and familiar, if not completely understood, and one unknown but open to reckless prognostication.  At this time last year, we boldly speculated that 2025 would prove to be...

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The Morning View: December 31, 2025

https://vimeo.com/1150673264 In this morning’s data, Initial Jobless Claims were 199,000 for the week ending December 27th, less than as expected and -16,000 less than the revised amount from the previous week. In addition, Continuing Claims were 1,866,000 for the...

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The Morning View: December 23, 2025

https://vimeo.com/1148951742 Announced this morning, the estimate of GDP growth for the third quarter 2025 came in at 4.3% on an annualized basis, much higher than expected.  In review of the components, consumer spending was strong while investment was relatively...

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Market Perspectives- December 2025

From Momentum to Measurement Key Takeaways Markets remained resilient in 2025, but leadership narrowed as investors became more selective and less tolerant of unmet expectations. Economic growth slowed without stalling, supported by a rebalancing labor market and a...

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The Morning View: December 16, 2025

https://vimeo.com/1147001495 In this morning’s data, the economy added 64,000 jobs in November, more than expected. Note that the October payrolls report was delayed and the preliminary figure in today’s report indicates the economy may have lost -105,000 jobs in that...

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Post-FOMC Thoughts – December 10, 2025

The Decision At the conclusion of today’s FOMC meeting, the Fed Funds rate was reduced by 25 basis points, lowering the current range to 3.50% – 3.75%. This decision was in keeping with September’s Statement of Economic Projections, which forecasted two additional...

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Market Update- December 2025

The rally in risk assets stalled in November as equity markets experienced their largest drawdown since April. Bubble concerns around AI investment and a repricing of December rate-cut expectations were the key drivers behind the retracement. Despite this volatility,...

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Retirement Times December 2025

December 2025 This month's Retirement Times discusses the following: Cybersecurity: A Top Plan Sponsor Concern Advisor Support is Key to Driving Confidence and Outcomes Among Younger Participants Auto Portability: Helping Reduce 401(k) Leakage After Job Changes...

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Why Giving Tuesday Matters…

Another year brings another wave of Black Friday and Cyber Monday deals. With social media and the rise of influencer culture, it can feel like “the best sale ever” appears every few weeks. It’s hard to know what’s truly a bargain anymore. Even as the week grows...

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The Morning View: December 4, 2025

https://vimeo.com/1143468325 Announced this morning, Initial Jobless Claims were 191,000 for the holiday shortened week ending November 29th, which is less than expected and -27,000 less than the revised amount from the previous week.  In addition, Continuing Claims...

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