12|23|2025

A Tale of Two Halves | December 19, 2025

The week was a tale of two halves. The first half was cautious and the second half was fruitful, which will win out? Monday                S&P 500 0.16% | NASDAQ...

12|22|2025

Leading Indicator Watch | December 19, 2025

Unemployment: Jobs data took center stage last week with the release of both October and November Nonfarm Payroll reports. Payrolls fell by 105K (Oct), then rebounded modestly with a...

12|17|2025

More but Less | December 12, 2025

The Federal Reserve cut rates 3 times in 2025. More rate cuts are going to happen, but less are forecasted in 2026. Monday               S&P 500 0.35% | NASDAQ 0.14%...

12|15|2025

Leading Indicator Watch | December 12, 2025

Unemployment: Jobs data were mixed last week. Initial Jobless Claims jumped from 192K to 236K. Continuing Jobless Claims dropped from 1,937K to 1,838K. JOLTS Job Openings inched higher, increasing...

12|09|2025

Fed Decision in Focus | December 5, 2025

It was all about the economy this last week. That really means the Fed decision on December 10th was in focus. Monday                S&P 500 0.53% | NASDAQ 0.38% US...

12|08|2025

Leading Indicator Watch | December 5, 2025

Manufacturing & Services:  ISM Manufacturing PMI slipped from 48.7 (Oct) to 48.2 (Nov), marking a ninth straight month of contraction. Meanwhile, Services PMI inched up from 52.4 to 52.6,...

12|04|2025

Announcement | 2026 Retirement Plan Contributions

Dear Clients,  We hope you all are doing well!  We are reaching out with a quick announcement:  The IRS has increased retirement contribution limits this coming year as follows:...

12|03|2025

Monthly Market Monitor | November – 2025

Markets were moving and shaking, but the monitor looks boring when you look at the month-over-month numbers. What really went on??? Fixed Income: 2-Yr Treas Yield 3.47% | 10-Yr...

12|02|2025

Holiday Cheer | November 28, 2025

November trading concluded at the end of a Holiday-shortened week for markets. Will holiday cheer propel markets higher in December? Monday               S&P 500 1.55% | NASDAQ 2.69% Markets soared...

12|01|2025

Leading Indicator Watch | November 28, 2025

Retail Sales: The delayed September Retail Sales report showed an increase of only 0.2% (MoM), which was less than expected following a 0.6% rise in August. It is the...