Posts
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The Morning Mix: March 17 – 23, 2025
March 24, 2025
The Morning Mix: March 17 – 23, 2025
— Earnings from S&P 500 companies are expected to rise 7% for 1st quarter 2025 (down from estimated 11% growth at the start of the year), wi...
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Real Estate & Climate Risk: Online Assessment Tools
March 20, 2025
Real Estate & Climate Risk: Online Assessment Tools
Climate risks are increasingly a concern for homeowners and real estate investors. Thankfully, in the past five years more sources have cropped up for...
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The Monday Mix: March 10 – 16, 2025
March 17, 2025
The Monday Mix: March 10 – 16, 2025
— The Federal Reserve is expected to hold its key interest rate steady at March 18-19 meeting; currently market expectations are for potentially...
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The Monday Mix: March 3 – 9, 2025
March 10, 2025
The Monday Mix: March 3 – 9, 2025
— The U.S. economy added a decent 151,000 new jobs in Feb., but this does not yet reflect most government layoffs; people working part-time but...
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The Monday Mix: Feb. 24 – March 2, 2025
March 3, 2025
The Monday Mix: Feb. 24 – March 2, 2025
— U.S. consumers pulled back on purchases in Jan. by 0.2%, a drop not seen since Feb. 2021; the latest weekly jobless claims rising more than ex...
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Philanthropy Advising Is a ‘Wild West’ and Increasingly Influential
February 25, 2025
Philanthropy Advising Is a ‘Wild West’ and Increasingly Influential
Deb Wetherby, Founder and Wealth Manager, is quoted in an article about advising clients on their future philanthropy. (Subscription needed)
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The Monday Mix: Feb. 17 – 23, 2025
February 24, 2025
The Monday Mix: Feb. 17 – 23, 2025
— Retail sales slumped 0.9% in January, down much more than expected. — Fed officials are worried about tariffs’ impact on inflation and...
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Impersonation of Investment Advisors Is on the Rise
February 21, 2025
Impersonation of Investment Advisors Is on the Rise
Social media and messaging fraud is becoming ever more sophisticated. In a worrisome recent trend, impersonators are increasingly posing as legitimate...
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The Monday Mix: Feb. 10 – 16, 2025
February 17, 2025
The Monday Mix: Feb. 10 – 16, 2025
— U.S. consumer prices rose more than expected in January — +0.5% — on increases in shelter, food and energy costs, driving the an...
