Blog

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Uncertainty over trade continues, with no clear direction.  There has been an extension of the exemption on aluminum

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Uncertainty over trade and instability in the Trump White House were the themes of the month, causing most

As expected, the Fed increased rates by 25 bps and continues to project two additional rate increases for this year. Policy Normalization on Target: In a unanimous vote, the FOMC voted to raise the target range for the Fed Funds rate to 1.5% to 1.75%. This 25bps hike was well-telegraphed

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: The ongoing growth and inflation story took center stage in February, as markets re-priced the potential for overheating.

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: The impact of exchange rates on individual economies is becoming increasingly relevant.  As market participants anticipate rising inflation

The last several trading days have reminded us that equity markets do in fact have volatility.  This volatility in the near-term can be very unsettling for us as investors.  Warren Buffet made a famous statement concerning the markets, “In the short run, the market is a voting machine, but in

Summary Impact on Economy – Short-term improvement in GDP, long-term impact unclear Impact on Corporations – Highest tax payers experience greatest benefit, highly leveraged businesses may suffer Impact on Individuals – It depends on specific circumstances History and Background: The Republican-led Congress passed, and the President has now signed into

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: President Trump signed into law the Tax Cuts and Jobs Act, the most sweeping change to our nation’s

Recently, congress passed the biggest overhaul of the tax code since 1986. As far as year-end planning, here are a few reminders on planning opportunities: Ordinary Income – in situations where you have flexibility to control the timing between 2017 and 2018, in most cases recognizing this next year will

Policy Normalization on Target:  Despite a pair of more dovish dissenters, the FOMC voted to raise the target range for the Fed Funds rate to 1.25% to 1.50%.  This 25 bps hike was well-telegraphed and completely expected by the market, with a recent implied probability of action very near 100%.