Macroeconomic Overview Inflation became less of a concern in January as the most recent data revealed sixconsecutive months of falling prices. The most recent inflationary data, as measured by theConsumer Price Index (CPI), fell to 6.5% after reaching 9.1% in June. Surveys of banks conducted …
Newsletter: January 2023
Macro Overview Global equity and fixed-income markets navigated through a volatile environment as 2022unfolded to be a challenging year. The Russian invasion of Ukraine, rising interest rates,inflationary pressures, and a slowing economy all weighed on financial markets. The threemajor equity …
Countdown to Retirement: 12-Step Checklist if You’re Retiring Soon
By Greg Hart, CFP® The time is almost here where you will get to relax, explore new hobbies, plan exciting trips, and spend quality time with your loved ones. As you draw near to retiring, you may feel the excitement of finally reaping the rewards of decades of hard work. Your newfound free …
Newsletter: December 2022
Macro Overview Markets reacted to indications that the Fed might slow its pace of rate increases heading intothe new year. Such a change in monetary policy would be positively received by financialmarkets with the anticipation of eventual lower rates. The supply chain constraints that existed …
Newsletter: November 2022
Macro Overview The Fed continued on its steepest rate increase since the early 1980s. Political pushbackagainst the Federal Reserve has been building as criticism surrounding the rate hikes hasbecome a focal issue. October saw a weaker U.S. dollar helping to propel stocks higher asmulti-national …