03|11|2025

On the Ropes | March 7, 2025

Markets were on the rope this week regarding tariff policies. Will they shake off the blows or are they just trying to stay on their feet? Monday               S&P 500...

03|10|2025

3 Keys to a Traditional IRA

As a long time funding option, Individual Retirement Accounts (IRAs AKA Individual Retirement Arrangements) evolved in recent years to become more practical. Here are a few key things to...

03|10|2025

Leading Indicator Watch | March 7, 2025

Manufacturing & Services: February’s ISM data showed a divergence between sectors. Manufacturing PMI decreased from 50.9 to 50.3. Non-Manufacturing (Services) PMI rose from 52.8 to 53.5. 50 marks contraction/expansion. Be...

03|05|2025

Monthly Market Monitor | February – 2025

Monthly data diverged between fixed income and equities for February. In monitoring the situation, will markets continue to run in opposite directions?  Fixed Income: 2-Yr Treas Yield 3.99% |...

03|05|2025

Risk-on vs Risk-off | February 28, 2025

  Markets had little appetite for riskier asset classes this week. Will a more cautious approach win out in the foreseeable future?   Monday               S&P 500 -0.50% | NASDAQ -01.21%...

03|03|2025

Leading Indicator Watch | February 28, 2025

Consumer Goods & Materials: The Core PCE Price Index (Jan) (MoM) rose 0.3%, as expected. The index increased by 2.6% YoY, the lowest since last July. Core PCE, which...

02|25|2025

Reduced Speed | February 21, 2025

Markets pushed lower this week due to possible fears of a slowdown. Will momentum come to a complete halt or are we seeing signs of slower traffic on the...

02|25|2025

Leading Indicator Watch | February 21, 2025

Housing and Building: Housing starts (MoM) (Jan), which measures the change in the number of new constructions underway, declined 9.8%. The annualized number came in at 1.366M, less than...

02|19|2025

Wait and See? | February 14, 2025

Markets moved higher to cap off the week. Will tariff negotiations become a new norm or will they be delayed just a little bit longer? Monday               S&P 500 0.67%...

02|18|2025

Leading Indicator Watch | February 14, 2025

Consumer Goods & Materials: Price data made headlines this past week. U.S. Consumer Price Index (CPI)(MoM)(Jan) jumped 0.5%, higher than forecast. The year-over-year number climbed to 3.0%. U.S. Producer...