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Rate Watch- August 2026
• AI momentum and a constructive domestic economic outlook have supported risk assets and accommodative financial conditions. This has occurred alongside longer-term bond yields approaching multi-year highs. • A key question for markets is whether higher yields...
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The Morning View: June 17, 2025
https://vimeo.com/1094089517 Announced this morning, Retail Sales decreased -0.9% in May, a larger decrease than expected and considerably less the revised figure from the previous month. The Control Group, which is a closer measure of the inputs for GDP that...
The Morning View: June 11, 2025
https://vimeo.com/1092470888 In this morning’s data, the headline Consumer Price Index (CPI) increased 0.1% in May, slightly less than expected and is one tenth less than last month’s increase. On an annual basis it grew 2.4%, as expected. The core rate, which...
Keeping Pace with Change-Digital Innovation in Funeral Homes
BY: Jack Hirsch President of Funeral & Cemetery Trust Division| (251) 689-1057 Originally published in American Funeral Director May, 2025 Funeral directors are witnessing a significant transformation in our industry as consumer preferences shift toward digital...
Market Update- June 2025
Market Overview U.S. equity markets rebounded strongly in May, with the S&P 500 gaining 6.3%—its strongest May since 1990—and the Nasdaq advancing 9.6% driven by AI leaders like Nvidia. However, markets lost momentum in the final two weeks, trading sideways near...
The Morning View: June 6, 2025
https://vimeo.com/1091235451 Announced this morning, the economy added 139,000 jobs in May, more than expected but less than the previous month that was revised lower. The Leisure and Hospitality industry was relatively strong, while the Retail Trade industry and...
Retirement Times June 2025 Newsletter
June 2025 This month's Retirement Times discusses the following: Managed Accounts Offer a More Personalized Approach Don’t Take Forfeitures for Granted Basic Fiduciary Obligations for New Plan Sponsors Participant Corner: Saving in Your 20s, 30s, 40s and Up… What...
The Morning View: May 30, 2025
https://vimeo.com/1089083081 In this morning’s data, the PCE Deflator increased 0.1% in April as expected and was up 2.1% on an annual basis. The Core PCE Deflator, which excludes food and energy prices and is closely monitored by the Federal Reserve for policy...
Market Perspectives- May 2025
Easing Fears or Buyers Beware Market and Economic Backdrop Markets staged an impressive rebound over the past month, driven largely by easing geopolitical tensions and stronger-than-expected corporate earnings, though lingering fiscal and economic concerns remain a...
To Roth or Not to Roth?
Deciding whether to do a Roth IRA conversion depends on several factors. What may make sense for your friend may not be right for you. Here are a few considerations to help you determine whether to Roth or not: 1| Current Tax Bracket vs. Future Tax Bracket A Roth IRA...