Blogs
Weekly Update: Late May rally doesn't last
Stocks entered last week riding May’s momentum and left it questioning the Federal Reserve’s next move. Strong payrolls and persistent inflation kept the central bank firmly on hold under new Fed Chai
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May Market And Economic Overview
The U.S. economy expanded in May with steady consumer spending and strong AI-related investment, even as rising energy prices tied to the U.S.-Iran conflict pressured inflation and kept the Federal Re
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Weekly Update: Inflation, new Fed Chair, and geopolitics
Stocks climbed to record highs last week ahead of a hotter-than-expected April CPI report, and concerns about a hawkish Federal Reserve sent Treasury yields sharply higher, leading to a Friday sell-of
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Weekly Update: Quiet growth and a cooling job market
Last week offered something relatively rare: the economy lost speed without losing its footing. This is due to moderating wages and steady business activity that have kept corporate profits healthy an
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April analysis: AI, energy, inflation, and rates
U.S. markets reached record highs in April, driven by strong corporate earnings and enthusiasm around AI. Investors largely looked past elevated inflation, rising yields, and persistent tensions in th
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Key Insights From the Latest Federal Reserve Meeting
The Federal Reserve kept interest rates unchanged during its April 28–29 meeting, signaling a continued wait-and-see approach as policymakers assess inflation, growth, and employment trends. With Jero
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Q1 2026 Market Recap and Economic Overview
The first quarter of 2026 began with strong momentum but ended with increased uncertainty and market turbulence. Economic growth held up and inflation remained near target, yet shifting risk tolerance
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March Analysis: Navigating skyrocketing oil and uncertainty
March proved to be a turbulent month. Conflict with Iran sent oil prices skyrocketing, compounding inflation that was already proving hard to tame. Another big story from March was the March 17-18 Fed
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Weekly update: Fed holds steady amid shaky sentiment
Last week's dominant narrative pitted a still-solid U.S. economy against persistent inflation pressures and continued geopolitical conflict in the Middle East. This was highlighted as the Federal Rese
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Weekly Update: Inflation, Oil, and the Fed
Last week, U.S. markets faced a difficult combination of forces: an oil shock from the war in Iran and the effective closure of the Strait of Hormuz, a job market showing cracks, and inflation data th
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Weekly Update: Oil Surges and Jobs Stumble
Last week brought two unwelcome surprises: a 35% spike in crude oil prices triggered by U.S. military conflict with Iran and a disappointing jobs report. Stocks drifted lower, and volatility picked
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March 2026 Financial Market Update
February delivered a mix of steady economic progress and renewed market uncertainty. Job growth remained solid and corporate earnings continued to impress, especially among AI-focused companies. At th
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Understanding the Economic Impact of the 2026 Tariff Ruling
The Supreme Court's February 20, 2026 ruling significantly reshaped U.S. trade policy by striking down the president's use of the International Emergency Economic Powers Act (IEEPA) to impose broad re
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Weekly Update: Growth is slowing, inflation isn't
Last week's macroeconomic message was mixed: solid growth but sticky inflation keeps the Federal Reserve in “higher for longer” mode, dashing hopes for rate cuts. Beneath calm index moves, money rotat
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Weekly Update: Soft Landing Holds, AI Disruption Accelerates
U.S. markets digested a Goldilocks scenario last week: strong jobs data paired with cooling inflation. This reinforced the soft-landing premise, leaving the Federal Reserve with little reason to rush
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Weekly Update: Dow hits 50,000 amid tech selloff
Last week delivered whipsaw action: U.S. stocks suffered a sharp tech-led selloff midweek before roaring back to push the Dow above 50,000 for the first time. While the S&P 500 narrowly avoided its w
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February 2026 Financial Market Update — A Fresh Look
Last month, the U.S. economy continued its above-trend expansion, driven primarily by robust consumer spending and a resilient services sector. Housing showed renewed momentum as lower mortgage rates
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Weekly Update: Markets Steady Despite Tariff Fears
Last week, U.S. markets whipsawed through the shortened week as tariff threats and business surveys shifted expectations for growth and Federal Reserve policy. Stocks tumbled on Europe and Greenland t
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Weekly update: Records, retail strength, and Fed friction
U.S. markets showed mixed performance last week, with the S&P 500 posting a losing week despite hitting new records mid-week. Volatility stemmed from President Trump's Federal Reserve comments, cautio
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Weekly Update: First full trading week of 2026 ends on positive note
U.S. financial markets ended the first full trading week of 2026 on a broadly positive note, with major equity benchmarks reaching all-time highs. Robust investor participation defied typical early-ye
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A Look Back at the Markets and Economy in 2025
The past year brought steady economic growth, easing price pressures, and strong market performance, even as headlines highlighted ongoing uncertainty. Below is a recap of the major developments that
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December Markets Steady as 2025 Closes Out
December wrapped up a year marked by steady moderation in inflation, supportive Fed policy, and resilient equity performance. This late‑cycle environment set the tone for a balanced finish, with broad
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Weekly Update: Record Highs and Consumer Jitters
Despite scaled-back trading, markets are closing out 2025 on an upbeat note. The S&P 500 and Dow notched record highs last week, propelled by stronger-than-expected economic data and easing price pres
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Weekly Update: Markets pause as Fed shifts gears
U.S. markets took a breather last week, digesting the Federal Reserve’s third straight rate cut alongside softer inflation data. The economic backdrop remains resilient but mixed, with Treasury yields
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Weekly Update: What's Next as Fed Eases
Last week, markets were shaped by the Federal Reserve's December 10th meeting, where policymakers cut rates by a quarter point while projecting fewer cuts ahead and signaling a potential pause in 2026
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Fed Cuts Rates at December Meeting
The Federal Reserve (Fed) concluded its final meeting of 2025 on December 10th amid continued uncertainty around inflation and employment. Below is a summary of the key takeaways from this meeting and
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Weekly Update: Cutting through the noise and Fed Decision
U.S. markets held steady last week as investors awaited the Fed's December 10th decision. Equities notched modest gains, long-term yields crept higher, and incoming data revealed an economy that's coo
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Navigating November 2025: Insights on the Financial Markets
November's financial landscape appeared calm but was imbued with complexity. Throughout the month, U.S. markets flirted with record highs before the enthusiasm for AI clashed with earnings realities.
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4 Smart Financial Moves Before Year-End
With the end of the year fast approaching, now's the perfect time to take control of your financial planning. We understand that financial to-dos can feel overwhelming, but proactive decision-making c
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Why Regular 401(k) Benchmarking Matters
Think of your company’s 401(k) plan like a well-built home. Even when everything appears to be in good shape, regular checkups ensure it stays safe, efficient, and ready for whatever comes next. The s
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