12|31|2025
Small Business Owner, Mid-40s | December 29, 2025
“The Overworked Owner Who Wanted His Savings to Finally Match His Income” A small business owner in his mid-40s (professional services) reached out with a simple goal: “I make...
12|30|2025
What Santa Brought for 2026 | December 26, 2025
The Santa Claus Rally is here! What has it brought us so far and what could it mean for 2026? Monday S&P 500 0.64% | NASDAQ 0.52% It was...
12|29|2025
Leading Indicator Watch | December 26, 2025
M2 Money Stock: The money supply held steady at $22.30T (Nov), now roughly 72% of current GDP. Meanwhile, advance GDP growth accelerated from 3.8% in Q2 to 4.3% in...
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:...