The Morning View: September 29, 2023

The Morning View: September 29, 2023

In this morning’s data, Personal Income grew 0.4% in August, as expected and higher than the previous month.  Personal Spending grew 0.4% in August, slightly lower than expected and moderately lower than the previous month.  Real Personal Spending, which accounts for...

The Morning View: September 29, 2023

In this morning’s data, Personal Income grew 0.4% in August, as expected and higher than the previous month.  Personal Spending grew 0.4% in August, slightly lower than expected and moderately lower than the previous month.  Real Personal Spending, which accounts for...

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The Morning View: September 29, 2023

The Morning View: August 4, 2023

In this morning’s data, the economy added 187,000 jobs in July, a bit less than expected and the previous month was revised lower.  The Health Care and Social Assistance industry was again relatively strong, while Temporary Help was relatively weak.  The Unemployment...

Retirement Times August 2023 Newsletter

Retirement Times August 2023 Newsletter

August 2023 This month's Retirement Times discusses the following: Employees Want Financial Planning Support — and Aren’t Afraid to Ask for It Retirement Planning Assistance: A Must-Have Benefit SECURE Act 2.0: Key Changes for 2024 Participant Corner: Risk-proofing...

The Morning View: September 29, 2023

The Morning View: July 28, 2023

Announced this morning, Personal Income grew 0.3% in June, less than expected with the previous month revised higher. In addition, Personal Spending grew 0.5% in June, more than expected and higher than the previous month. Real Personal Spending which accounts for...

Market Perspectives- July 2023

Market Perspectives- July 2023

Goldilocks and a Few Bears • The Fed will increase rates one more time in July by 25 basis points, the 11th hike since March 2022. The question remains: Is this the final hike, a pause, or a matter to be continued in September? • The current Consumer Price Index...

The Cool, Refreshing Waters of a River

The Cool, Refreshing Waters of a River

Legacy is an obtuse word. What is a legacy? What does it mean? Are there different definitions of Legacy? Is everyone’s Legacy the same? How do we help our clients plan their legacies? An early mentor of mine, Joe Hargrove, had a very poignant description of Legacy....

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