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Rate Watch- October 2026
The Cost of Waiting for Higher Yields What Yield Would Make Waiting Worthwhile The recent rise in bond yields and the uncertain path for rates going forward provide an opportunity to reflect on what a bond's yield-to-maturity represents, and how it fits into a broader...
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The Morning View: June 5, 2026
https://vimeo.com/1198804944 In this morning’s data, the economy added 172,000 jobs in May, much higher than expected, and the previous month was also revised higher. Reviewing the individual categories, the Leisure and Hospitality industry, the Health Care and...
Retirement Times June 2026
June 2026 This month's Retirement Times discusses the following: Proposed DOL Rule Includes Safe Harbor for Those Weighing Plan Investment Options Retirement Expectations vs. Reality: What Workers May be Getting Wrong New Retirement Plan Guidance for Faith-based...
Market Perspectives-May 2026
MARKETS ARE PRICING RESOLUTION Markets reached record highs during May as investors increasingly discounted a tentative ceasefire between the United States and Iran, helping propel the Nasdaq 100 up more than 20%, the Russell 2000 up nearly 18%, and the S&P 500 up...
The Morning View: May 12, 2026
https://vimeo.com/1191557163 Announced this morning, the Consumer Price Index (CPI) increased 0.6% in April, as expected. On an annual basis, it grew 3.8%, slightly higher than expected and considerably higher than the previous month’s increase. The core rate, which...
Market Update- May 2026
Executive Summary Risk assets staged a sharp rebound in April. The S&P 500 climbed 10.5% in the month and went on to set a fresh all-time high in early May. It was the best monthly return since November 2020, and leadership rotated back toward mega-cap technology...
The Morning View: May 8, 2026
https://vimeo.com/1190533382 Announced this morning, the economy added 115,000 in April, more than expected and the previous month was revised higher. Reviewing the individual categories, the Retail Trade industry, the Wholesale Trade industry, and the Health Care...
Retirement Times May 2026
May 2026 This month's Retirement Times discusses the following: “Retirement Security Rule” – Latest Developments AI Used Widely (Though Not Always Wisely) for Retirement Planning Survey: Knowledge Gap Drives Retirement Plan Nonparticipation Participant Corner: Market...
Market Perspectives-April 2026
Earnings Strength but Higher Hurdles Market participation has improved meaningfully in recent weeks, with small caps and equal-weight indices beginning to outperform. While leadership remains selective, the market is transitioning from narrow concentration toward...
The Morning View: April 30, 2026
https://vimeo.com/1188110991 Announced this morning, the PCE Deflator increased 0.7% in March as expected and was up 3.5% on an annual basis, which is higher than the annual increase in the previous month. The Core PCE Deflator, which excludes food and energy prices...