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Quarterly Comments November 2025

The Federal Reserve delivered the quarter point rate cut the markets had been expecting in their last meeting. But, with not data available for October ...
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Quarterly Comments August 15, 2025

Tariffs – Meh? I struggle to write these comments hoping they will remain relevant by the time you read them. Geopolitical news, Federal Reserve committee ...
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Quarterly Comments May 13, 2025

Enjoy the Tariff Respite While It Lasts As of now, the temperature in the economic “room” seems to have lowered. The de-escalation of the tariff ...
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Quarterly Comments: February 7, 2025

Uncertainty Grows It seems like much more than a month since the inauguration of the new administration. More Executive Orders have been issued in this ...
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Quarterly Comments November 2024

Not As Clear As We’d Like It To Be We expected some clarity following the election What we seem to have at this moment is ...
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Navigating Healthcare Costs in Retirement

Life After Employer-Sponsored Health Insurance As you approach retirement, a critical aspect of your retirement strategy can catch even the most financially savvy individuals off guard: ...
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