In the latest Take 5, Sonu Varghese, VP, Global Macro Strategist, breaks down the Fed’s first rate cut after a nine-month pause, why the labor market is driving policy decisions, and what investors should expect next. From shaky jobs data to fiscal stimulus on the horizon, this episode expl …
Last year was a doozy. We had global disruption with the war in Ukraine, social and political unrest, record inflation, many interests rate hikes, continued supply chain issues and of course, lots of market volatility. Last year’s market volatility started in the second week of January and …
After one of the worst years ever for investors in 2022, we are quite happy to report that 2023 is off to a much better start. The S&P 500 is already up more than 4% for the year and flirting with the round number of 4,000. Optimism that the economy can avoid a recession (more …
A new year brings new goals and resolutions, and it is a perfect time to plan for the year ahead. So often, people make big, unrealistic goals that they won’t be able to carry throughout the year. I’m here to tell you that there are very minor changes you can make to set your year …
The SECURE Act brought big changes to planning for retirement when it was signed into law in 2019. Now, its sequel – dubbed SECURE Act 2.0 – has just passed as part of the 2023 budget.
The December payroll report was yet another upside surprise. Monthly payrolls rose by 223,000, above expectations for a 200,000 gain. As Fed Chair Jerome Powell has noted, the economy needs to create about 100,000 jobs a month to keep up with population growth. That’s less than half the cur …
There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out these income tax planning tips. Click here to …
