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The Morning View: February 13, 2024

The Morning View: February 13, 2024

Announced this morning, the headline Consumer Price Index (CPI) increased 0.3% in January, slightly higher than expected and grew 3.1% on an annual basis. Monthly prices for Energy Services, including Electricity, up 1.2%, and Utility (piped) Gas Service, up 2.0%,...

Financial Planning for the Mass Affluent vs the High-Net-Worth Client

The Corporate Transparency Act is Coming

The Corporate Transparency Act (“CTA”) went into effect on January 1, 2024, for newly formed companies and imposes strict reporting requirements that many other companies must meet by year-end. Basically, the CTA requires that all affected companies report the...

The Morning View: February 13, 2024

The Morning View: February 8, 2024

Announced this morning, Initial Jobless Claims were 218,000 for the week ending February 3rd, slightly less than expected and 9,000 less than the revised figure from the previous week. In addition, Continuing Claims were 1,871,000 for the week ending January 27th,...

Market Update -February 2024

Market Update -February 2024

The Month At-A-Glance The calendar year changed, but momentum for U.S. large-cap growth stocks continued into January. Developed international markets posted a modest gain despite a strengthening U.S. dollar. Emerging-market equities fell during January as concerns...

Retirement Times February 2024 Newsletter

Retirement Times February 2024 Newsletter

February 2024 This month's Retirement Times discusses the following: The Gen X Savings Crisis: How Plan Sponsors Can Help Steering Participants Through Market Mania Balancing Competitive Benefits in Budget Constraints for Plan Sponsors Participant Corner: Strategies...

The Morning View: February 13, 2024

The Morning View: February 2, 2024

In this morning’s data, the economy added 353,000 jobs in January, much higher than expected and includes a strong revision higher to the previous month.  The Health Care and Social Assistance industry was again relatively strong while the Mining and Logging industry...

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