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The Morning View: November 30, 2023
In this morning’s data, Personal Income grew 0.2% in October, as expected. Personal Spending also grew 0.2% in October, as expected and markedly lower than the previous month. Real Personal Spending, which accounts for inflation, increased 0.2% in October, which is...
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Retirement Times November 2023 Newsletter
November 2023 This month's Retirement Times discusses the following: 401(k) Fears: What’s a Plan Sponsor to Do? Fed Rate Decision: Implications for Sponsors The Top Three Reasons to Outsource Fiduciary Services Participant Corner: Gobbling Up Good Financial Habits...
The Morning View: November 3, 2023
Announced this morning, the economy added 150,000 jobs in October, less than expected. The Health Care and Social Assistance industry was relatively strong while the Motor Vehicle and Parts industry was relatively weak. The Unemployment Rate increased one tenth to...
Post-FOMC Thoughts
Leading Up to Yesterday's FOMC Meeting Over the past 6 weeks, there has been a string of positive economic data, including (but not limited to): Yesterday’s JOLTS survey shows an increase in job openings. A Nonfarm Payrolls print of +336k (vs expectations of +170k) in...
Market Perspective- October 2023
Looking for Middle Ground • September’s Consumer Price Index rose by an annual 3.7% (mirroring the prior month). This increase was still well below the 2022 high of 9.2% but again higher than the Fed’s 2% target. • The U.S. economy saw much higher Gross Domestic...
The Morning View: October 26, 2023
Announced this morning, the first reading on GDP for the third quarter of 2023 came in at an annualized rate of 4.9%, higher than expected but less than the 5.4% estimate from the Atlanta Fed GDPNow measure. Personal Consumption was strong while Nonresidential Fixed...
Caregiver to CEO
Too often in life, our roles change throughout the span of our working years. We may change jobs, and careers, jump out of the workforce, or back into the workforce. We tend to be familiar with and understand these aspects, but what happens when the change is abrupt,...
The Morning View: October 18, 2023
Announced this morning, Housing Starts were 1,358,000 in September, less than expected but a 7.0% increase over the previous month. In addition, Building Permits were 1,473,000 in September, more than expected but it was a decrease of -4.4% from the previous month....
The Morning View: October 12, 2023
Announced this morning, the Consumer Price Index (CPI) increased 0.4% in September, slightly higher than expected. It grew 3.7% on an annual basis, about the same as the annual level the previous month. Monthly prices for Fuel Oil, up 8.5%, were relatively strong,...
Market Update -October 2023
Third Quarter 2023 Investment Commentary After a strong first half to 2023, global equity markets declined in the third quarter. The S&P 500 Index reached a 2023 high at the end of July, but from its intra-quarter high the index declined 6.3% through the end of...