Posts
-
The Monday Mix: March 10 – 16, 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...
-
The Monday Mix: March 3 – 9, 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...
-
The Monday Mix: Feb. 24 – March 2, 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...
-
Philanthropy Advising Is a ‘Wild West’ and Increasingly Influential
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)
-
The Monday Mix: Feb. 17 – 23, 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...
-
Impersonation of Investment Advisors Is on the Rise
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...
-
The Monday Mix: Feb. 10 – 16, 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...
-
Webinar: The Year Ahead – The Markets and Economy and What it Means for Your Wealth
Webinar: The Year Ahead – The Markets and Economy and What it Means for Your Wealth
At this time of great change, we know that questions abound about what may be in store for the markets at large and individual investors’ wealth and...
-
The Monday Mix: Jan. 27 – Feb. 2, 2025
The Monday Mix: Jan. 27 – Feb. 2, 2025
— President Trump threatened 25% tariffs on imports from Canada (10% on Canadian energy), 25% from Mexico and 10% from China, unsettling world s...
