Buying a Home with Your Partner: What You Need to Know
January 21, 2025 – Buying a home with your partner is an exciting step, but it’s also a significant financial and emotional commitment. To ensure the process goes smoothly—and to protect both your relationship and your investment—it’s essential to discuss some critical topics before purchasing. Here’s everything you need to know to get on the […]
The Read From The Room – Pro-Business
January 21, 2025 Good morning, After months of selling pressure, the U.S. Treasury market finally rallied last week, with the U.S. Treasury 10-year yield falling 18 basis points from its intra-week high down to 4.63%. The S&P 500 Index ended last week up +2.90%. Along with a good start to earnings season, the decline in […]
Investment Commentary – January 21, 2025
Executive Summary Earnings season starts strong, and U.S. economic data keeps beating estimates. Last week, stocks and bonds were up on the week (bond prices up / yields down). The S&P 500 outperformed the MSCI EAFE and MSCI emerging markets indices. The best-performing sectors in the S&P 500 were energy, financials, and materials. Across U.S. […]
Economic Commentary – January 21, 2025
Some of you will remember the famous quote from the film “Apocalypse Now”: “I love the smell of napalm in the morning.” You can be forgiven for thinking this might be the new, intentionally theatrical motto of trade negotiators everywhere. Toss a few incendiary bombs (words) and see what happens. While this is not the […]
Gen X Retirement Planning: Strategies for the Sandwich Generation
Gen X and Retirement Concerns People between the ages of 45 and 60, labeled Generation X, are increasingly worried about retirement. Despite many having substantial liquid assets, some find themselves questioning whether they’ll be able to afford their retirement expenses when everyday costs rise. According to a recent Allianz Life survey, inflation is a top […]