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The Morning View: October 2, 2026
https://vimeo.com/1232374711 In this morning’s data, the economy added just 29,000 jobs in September, less than expected, and the previous month was revised lower. Reviewing the individual categories, the Health Care and Social Assistance industry was relatively...
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Market Update- August 2026
Summary •The June truce with Iran collapsed almost as fast as it was signed. Renewed strikes, a contested Strait of Hormuz, and fresh attacks on shipping sent Brent crude up more than 20% in July—its largest monthly gain since March—erasing much of the relief that...
Market Perspectives-July 2026
MARKETS ARE PRICING RESOLUTION The Economy Pivoted Before the Federal Reserve Capital Formation, Corporate Investment and a More Durable Expansion In This Issue The economy appears to have strengthened before the Federal Reserve altered monetary policy, suggesting the...
Retirement Times August 2026
August 2026 This month's Retirement Times discusses the following: 85% of Participants Remained Fully Invested Over a Decade Research Explores Link Between Guaranteed Income and Retirement Assets Participant Data Faces Increased Regulatory Scrutiny Participant Corner:...
The Morning View: July 30, 2026
https://vimeo.com/1214297207 Announced this morning, the PCE Deflator decreased by 0.1% in June, as expected, and was up 3.7% on an annual basis. The annual increase was lower than the previous month. The Core PCE Deflator, which excludes food and energy prices and...
Post-FOMC Thoughts – July 29, 2026
The Decision At the conclusion of today’s FOMC meeting, the Fed Funds rate was held steady at the current range of 3.50%–3.75%. Today’s decision was once again not unanimous. There were multiple dissenting votes–Hammack, Logan, and Kashkari all dissented in favor of a...
The Morning View: July 23, 2026
https://vimeo.com/1212346415 In this morning’s data, Initial Jobless Claims were 187,000 for the week ending July 18th, much lower than expected and a decrease of -22,000 from the revised measure of the previous week. Continuing Claims were 1,796,000 for the week...
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...