01|28|2026

Close Call | January 23, 2026

It was a close call this week for equity markets but they ended only slightly lower. Inflation measures and continued growth will battle it out in 2026 to determine...

01|26|2026

Leading Indicator Watch | January 23, 2026

GDP: Economic Growth was front and center this week as Gross Domestic Product (GDP)(Q3) exceeded expectations. It rose by 4.4%, compared to the forecast of 4.3%.  Be sure to...

01|21|2026

Leading Indicator Watch | January 16, 2026

Consumer Goods & Materials: The Consumer Price Index (CPI) rose 0.3% (MoM) in December. The annual measure was up 2.7%. Both increases mirrored the numbers in November. Producer Price...

01|20|2026

Broad Shift | January 16, 2026

There was a noticeable shift in sectors this week. Does this represent a change of sentiment or a broad shift across asset classes?  Monday               S&P 500 0.16% | NASDAQ 0.26% S&P500...

01|13|2026

A Lack Luster Rose | January 9, 2026

Markets rose this last week, bringing hope to what has been a lack luster January thus far. Should that hope continue?  Monday                S&P 500 0.64% | NASDAQ 0.69% Economic data was not in...

01|13|2026

Leading Indicator Watch | January 09, 2026

Unemployment: Jobs were front and center this week. Nonfarm Payrolls showed an increase of only 50K jobs (Dec), missing the forecast. JOLTS Job Openings fell from 7.449M (Oct) to...

01|08|2026

Monthly Market Monitor | December – 2025

The month of December came and went without markets moving much. Does this signal anything specific for 2026? We are monitoring the situation, see our thoughts below. Fixed Income:...

01|06|2026

The Rally That Never Was | January 2, 2026

Santa got left out in the cold this year. His Rally never materialized. Was that an omen for 2026 or is it meaningless? Monday                S&P 500 0.35% | NASDAQ...

01|05|2026

Leading Indicator Watch | January 02, 2026

Housing and Building: Pending Home Sales rose 3.3% in November (MoM), which was the third consecutive increase in the number of homes under contract to be sold. Be sure...

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...