A Lesson in Leaving a Legacy

A Lesson in Leaving a Legacy

Annabeth and Carl Schneider (not their real names) immigrated to the U.S. from Europe in the late 1950s. In the early 1980s, the couple moved from the West Coast to the Deep South, where Carl enjoyed a successful career. The Schneiders never had children, but they...

A Lesson in Leaving a Legacy

Annabeth and Carl Schneider (not their real names) immigrated to the U.S. from Europe in the late 1950s. In the early 1980s, the couple moved from the West Coast to the Deep South, where Carl enjoyed a successful career. The Schneiders never had children, but they...

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A Lesson in Leaving a Legacy

A Lesson in Leaving a Legacy

Annabeth and Carl Schneider (not their real names) immigrated to the U.S. from Europe in the late 1950s. In the early 1980s, the couple moved from the West Coast to the Deep South, where Carl enjoyed a successful career. The Schneiders never had children, but they...

The Morning View: May 15, 2024

The Morning View: May 15, 2024

 Announced this morning, the headline Consumer Price Index (CPI) increased 0.3% in April, less than expected and grew 3.4% on an annual basis, one-tenth below the annualized figure from the previous month. Monthly prices for Gasoline, up 2.8%, were relatively strong,...

Market Update-May 2024

Market Update-May 2024

The Month At-A-Glance Equity markets exhibited volatility during April—as the S&P 500 lost ground for the first time since last October Stubborn inflation and a lower than projected GDP print resulted in some pundits raising the possibility of “stagflation” Both...

The Morning View: May 15, 2024

The Morning View: May 9, 2024

Announced this morning, Initial Jobless Claims were 231,000 for the week ending May 4th, higher than expected and 22,000 higher than the revised figure from the previous week. In addition, Continuing Claims were 1,785,000 for the week ending April 27th, only slightly...

Retirement Times May 2024 Newsletter

Retirement Times May 2024 Newsletter

May 2024 This month's Retirement Times discusses the following: Cashing Out on Tomorrow: When Personal and Market Economies Diverge Turning the Tide on Employee Engagement Millennials Redefining Retirement Participant Corner: Navigating Health Savings: Your HSA Guide...

The Morning View: May 15, 2024

The Morning View: May 3, 2024

Announced this morning, the economy added 175,000 jobs in April, less than expected.  The Health Care and Social Assistance industry was again relatively strong, while Temporary Help and Information industries were relatively weak.  The Unemployment Rate ticked one...

Post-FOMC Thoughts

Post-FOMC Thoughts

Leading up to Today’s Decision In March, we heard from Fed Chair Powell that recent high inflation prints (economic data on inflation received between the late-January and the mid-March FOMC meetings) could be just a “bump in the road” on the path back towards 2%....

Market Perspective- April 2024

Market Perspective- April 2024

Data Neurosis Earlier in April, the market risk VIX index increased nearly 48% from a reading of 13.01 to 19.23. A brief market sell-off quickly followed. Today, the number of stocks holding above the S&P 500, 50-day moving average, has fallen to 49%, off nearly...

The Morning View: May 15, 2024

The Morning View: April 26, 2024

In this morning’s data, the PCE Deflator increased 0.3% in March, as expected and was up 2.7% on an annual basis, two tenths higher than the previous reading.  The Core PCE Deflator, which excludes food and energy prices and is closely monitored by the Federal...

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