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...
11|26|2025
Enough Fuel in the Tank? | November 21, 2025
Corporate earnings season is coming to a close. Will there be enough fuel left in the tank for equities? Monday S&P 500 0.92% | NASDAQ 0.84% Markets sunk to...
11|24|2025
Leading Indicator Watch | November 21, 2025
Unemployment: Jobs data were mixed last week, with the delayed release of the September report yielding an increase in Nonfarm Payrolls from -4K (Aug) to 119K (Sep). The Unemployment...
11|18|2025
Buck the Trend | November 14, 2025
The week started hot but ended mixed. Will markets buck the seasonal trend this year? Monday S&P 500 1.54% | NASDAQ 2.27% Monday provided little economic data as attention...
11|17|2025
Leading Indicator Watch | November 14, 2025
S&P 500: The S&P 500 rose 5.31 points this week, closing at 6,734.11 (up 14.49% YTD). The CBOE Volatility Index (VIX) held steady at 21.2. Overall market performance was...
11|11|2025
One Basket | Nov. 7, 2025 | Market Thoughts
Markets fell as big earnings reports hinted at an overvalued equity market. Was this week a reminder to not have all your eggs in one basket? Monday S&P 500...
11|10|2025
Leading Indicator Watch | Nov. 7, 2025
Indicators show ISM Manufacturing PMI fell from 49.1 (Sep) to 48.7 (Oct) contracting for the eighth consecutive month while Non-Manufacturing (Services) PMI climbed from 50.0 (Sep) to 52.4 (Oct)....