I’ve been writing about the US Federal Reserve (America’s Central Bank) quite a bit as of late. This week, the institution responsible for monetary policy in this country, found itself in the headlines for two major storylines. Powell’s Jackson Hole Speech On Friday August 22nd, Fed Chairman Powell gave a speech at an annual symposium […]

I’ve written about 529 plans (tax advantaged accounts used for education savings) a few times in the past (you can find those posts by searching archives on the blog if interested). This week, I talked to a client about how to best invest funds within those accounts. Reminders Before Diving In Just a reminder about […]

This Friday (August 22) Federal Reserve Chairman Jerome Powell will give a speech at the Jackson Hole Symposium. There is intense speculation concerning what Chair Powell will say and whether or not he will signal upcoming rate cuts. The path forward is anything but certain and the increased pressure from the administration to lower rates […]

At the risk of saying what many of you are probably thinking – “where has the year gone?” It will be September in less than two weeks! With four months left in a very interesting year for investors, I thought it was worth taking stock of where we’ve been and where we may go from […]

After a few weeks of talking about the July’s jobs report (the often forgotten half of the Fed’s dual mandate), its better half (inflation) was back in focus this week with the release of the Consumer Price Index and the Producer Price Index for July. The releases were somewhat mixed. Consumer prices rose modestly. CPI […]

Stock buybacks have been in the news as of late as they reach all-time highs and are set to top $1.1 billion in 2025 (see recent Wall Street Journal article here). This prompted a client to ask what they are and why they matter to markets Stock buybacks are essentially defined by their name. It’s […]

If you listen to the earnings calls of major multinational corporations (think Apple, Nike, or Microsoft to name a few), you will undoubtedly hear reference to the impact of movements in the US dollar on their earnings. A client asked for a quick explanation of this concept so let’s dive in. The US dollar remains […]

Every month, the Bureau of Labor Statistics publishes a monthly jobs report. This data, obtained from phone surveys and online data, is a key indicator of how the labor market in the US is performing. This economic release can (and has) garnered meaningful attention in the past and does move markets – but the reaction […]

It may not be a week you have marked on your summer calendar, but this past week was referred to as “data week” given the sheer amount of economic data releases that were published in the past four days. Let’s review the highlight reel as well as the main event – the Fed’s rate decision. […]

I had a great discussion this week with clients about the constant nature of risk in investing The topic came up as we were talking about the wild ride we’ve been on in 2025 and how the market has once again reached all time highs – despite a laundry list of risks that remain well […]