Weekly Wrap: Closing Out the Third Quarter

Weekly Wrap: Closing Out the Third Quarter

Dear Friends, The Federal Reserve’s favored gauge for inflation rose less than expected last month providing some evidence that the bank’s actions are taking effect. However, investors still find themselves concerned that the Federal Reserve will keep rates higher for...
Weekly Wrap: All Eyes On The Fed This September

Weekly Wrap: All Eyes On The Fed This September

Dear Friends, The heavily awaited August inflation data was released by the U.S. Bureau of Labor Statistics on Wednesday. With an increase in the Consumer Price Index from the prior month, all eyes have now shifted to the Fed as they head into their next meeting next...
Weekly Wrap: Market Rally Kicks Off September

Weekly Wrap: Market Rally Kicks Off September

Dear Friends, Though August started with a negative market reaction to positive earnings, it ended with an impressive rally for the past two weeks. The IRS has also been busy this month and recently provided updated guidance with respect to the SECURE 2.0 Act and Roth...