Market fluctuations, economic events, legislative changes: While we can’t control them, we can control our reactions to them.
We’re committed to keeping you in the know about the latest market and economic developments. Click on the links below to read our Market Pulse reports. If you have any questions, reach out to your financial advisor.
- Government shutdowns and the markets – 3 things to know (11/13/2023)
- Social Security announces 2024 cost-of-living adjustment for benefits (10/12/2023)
- Student loan forgiveness struck down (06/30/2023)
- Three reasons we don't see a credible threat to U.S. dollar leadership (03/18/2024)
- Bank troubles muddy the market waters: 3 things to know (03/15/2023)
- SECURE 2.0 Act: What employers/business owners need to know (originally published 01/31/2023; updated 11/07/2023)
- SECURE 2.0 Act: What individuals need to know (originally published 01/31/2023; updated 11/07/2023)
- Market rally interrupted as spotlight shifts to recession worries (15/12/2022)
- Your recession survival checklist: 11 actions to consider (09/12/2022)
- Inflation Pressures Linger - The Role of Stocks & TIPS to Keep Pace (PDF) (11/17/2021)
- 3 Takeaways on Rising Long-term Interest Rate (PDF) (03/17/2021)