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Market Update- September 2026
Summary •Long-duration government bonds were August’s focal point. The 30-year U.S. Treasury yield reached 5.31% on August 18, its highest level since June 2007, while long-dated sovereign yields rose across other major developed markets. Japan’s 10-year...
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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,...
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...
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...
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...
Market Perspectives- November 2025
Reading the Pullback: What Matters, What Doesn’t Data Through November 20, 2025 Opening Observations November has produced some of the sharpest mid-month reversals we’ve seen in years, with multiple high-beta and speculative groups swinging several percentage points...
The Morning View: November 25, 2025
https://vimeo.com/1140447723 Announced this morning, Retail Sales increased by 0.2% in September, less than expected and well below the previous month’s increase. The Control Group, which is a closer measure of the inputs for GDP that excludes sales for food, autos,...
The Morning View: November 20, 2025
https://vimeo.com/1138994644 In this morning’s data, the economy added 119,000 jobs in September, more than double what was expected. However, the previous month was revised lower to -4,000 in August. In September, the Leisure and Hospitality industry and Private...
Market Update- November 2025
Equity markets extended their gains in October, showing little concern for mounting policy and political uncertainty. Optimism about further Fed rate cuts and solid earnings outweighed lingering worries over slowing growth and persistent inflation. Volatility was...
Retirement Times November 2025
November 2025 This month's Retirement Times discusses the following: Sponsors and Advisors: Aligning to Meet Today’s Challenges IRS Issues Final Regs on Roth Mandatory Catch-ups for High Earners The New Reality of Retirement: When Competing Priorities Take Over...