RECENT NEWS
- Looking Back at a Year of Resilience and What to Expect in 2025on December 22, 2024 at 11:50 pm
From shifting regulatory environments to technology advancements and persistent housing shortages, the themes of this year have set the stage for what’s to come in 2025.
- Costco says it's seeing a shift in how much people eat at home vs. at restaurantson December 22, 2024 at 11:50 pm
Costco said it's seeing a boost in meat and produce sales. Costco's finance chief said in the Q1 2025 earnings call that there was a shift toward "food at home." The retailer posted strong growth this quarter, with sales increasing 7.5% from the year before.
- Decisions, Decisions: Choosing Among Retirement Plan Contribution Typeson December 22, 2024 at 11:50 pm
Your retirement plan might allow pre-tax, Roth, and after-tax non-Roth contributions. Which should you choose?
- What do the gods of generative AI have in store for 2025?on December 22, 2024 at 11:50 pm
OpenAI and Google have unveiled their next generation of products.
- Apple Is Adding ChatGPT to iPhones This Week. Here's How It Works.on December 22, 2024 at 11:50 pm
ChatGPT is taking over questions that Siri can't answer.
Weekly Market Commentary
How’s it Going? Depends on Who You Ask | Weekly Market Commentary | May 20, 2024
Since millions of homeowners refinanced mortgages to extremely low rates a few years ago, the economy is less sensitive to interest rate policy. In fact, the Jackson Hole Economic Policy Symposium sponsored by the Kansas City Federal Reserve in August will debate the effectiveness and transmission of monetary policy because of these post-COVID-19 dynamics, likely revealing important investment implications.
Preferred Securities: Still Our Preferred Non-Core Bond Sector | Weekly Market Commentary | May 13, 2024
With yields still elevated relative to history, we think preferred securities are an attractive option for income-oriented investors.
Sell in May? Maybe Not | Weekly Market Commentary | May 6, 2024
With the Federal Reserve (Fed) pointing to higher-for-longer monetary policy last week (before Friday’s softer jobs report), we also explore how stocks perform during prolonged Fed pause periods.
That Was Quite A Week | Weekly Market Commentary | April 29, 2024
Stocks passed the test, with the S&P 500 up 2.7% for the week, recapturing most of the prior week’s losses despite a mixed GDP report and a double digit decline in shares of social media giant Meta (META) on April 25, after its results. Here we recap the week’s events and check in on sentiment.
The Ever-Changing Market Narrative | Weekly Market Commentary | April 22, 2024
Volatility has come back into the market as the narrative shifted toward a higher-for longer monetary policy backdrop.