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The Morning View: August 12, 2026
https://vimeo.com/1217666745 In this morning’s data, the Consumer Price Index (CPI) increased 0.1% in July, as expected, and was a rebound from the previous month’s decrease. On an annual basis, it grew 3.4%. The core rate, which excludes prices for food and energy,...
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Women’s Retirement Security Day: Building the Security We Rarely Talk About
By Jodi Penn Rives Business Development Officer The first Women's Retirement Security Day will be observed on July 14th. It was created to bring attention to something many of us find daunting: planning for our own retirement. More than that, it names what women...
The Morning View: July 14, 2026
https://vimeo.com/1209874080 Announced this morning, the Consumer Price Index (CPI) decreased -0.4% in June, a larger decrease than expected, and sizably lower than the increase in the previous month. On an annual basis, it grew 3.5%, also less than expected and lower...
Market Update- July 2026
Second Quarter Commentary Summary • Risk assets staged a powerful reversal in the second quarter. After a negative first quarter highlighted by conflict in the Middle East, the S&P 500 rallied 15.2% over the second quarter, setting a record close on June 1 before...
Retirement Times July 2026
July 2026 This month's Retirement Times discusses the following: Research: Advisory Support Boosts Retirement Confidence, Lowers Stress Women’s Savings in Focus The Boomer Delay: When Employees Don’t Retire “On Schedule” Participant Corner: Beyond Financial IQ:...
Investment Outlook – July 2026
Risk Premiums-an Interpretation Lately, we’ve noticed more than the usual number of references to “risk premiums” in discussions about the economy and the markets. Risk premiums are being employed to justify, or denounce, investments in stocks, corporate bonds, junk...
The Morning View: July 2, 2026
https://vimeo.com/1206500106 Announced this morning, the economy added 57,000 jobs in June, less than expected and the previous month was revised lower by -43,000. Reviewing the individual categories, the Health Care and Social Assistance industry was relatively...
Market Perspectives-June 2026
MARKETS ARE PRICING RESOLUTION Key Themes This Month Markets looked beyond the headlines. While investors focused on AI, geopolitics, and the Fed, market breadth quietly improved as leadership expanded beyond mega-cap technology into smaller companies and economically...
The Morning View: June 25, 2026
https://vimeo.com/1204539762 In this morning’s data, the PCE Deflator increased 0.4% in May, slightly less than expected, and was up 4.1% on an annual basis. The annual increase was again higher than the previous month. The Core PCE Deflator, which excludes food and...
Post-FOMC Thoughts – June 17, 2026
Fed Chair Warsh Sets the Stage for Sweeping Reforms In his first FOMC meeting as Fed Chair, Kevin Warsh presided over an FOMC committee that decided unanimously not to amend their current stance on monetary policy (i.e., no change to the present range for the Fed...