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 we now have to ask “What is a ‘data dependent’ Fed likely to do?

Quarterly Comments

Mixed messages abound! The bond market tells us a recession is not only coming – it is inevitable; the stock market seems to be saying “Slowdown maybe, but the economic growth opportunities remain, so – no recession.”

Market Outlook 2023

Market Outlook 2023 With Linda P. Erickson, CFP® Join us for our annual presentation when we look to 2023 to review the current economic climate and what, if any, changes […]

Recession – To Be or Not To Be

It’s in the news – everywhere – talk of recession and all the negative feelings that word calls up. Well, are we in a recession? And why do we care if we are or are not?