Creating Peace of Mind: Wealth Planning Strategies for Continued Market Turbulence

Creating Peace of Mind During Volatility The markets feel relatively calm compared to early April, and it is easy to become complacent. However, it remains more likely than not that we will experience continued turbulence this year, which may cause ongoing concern. One key objective of wealth planning is to help provide peace of mind, […]
Investment Commentary – April 28, 2025

Executive Summary The “soft” negative survey data has yet to show up in the “hard” economic data. The U.S. Market preliminary manufacturing PMI came in above estimates at 50.7. The services side came in below estimates but still an expansionary 51.4. U.S. equities outperformed European stocks last week but are still underperforming by 17% YTD. […]
Economic Commentary – April 28, 2025

This is a good week to let the data — there will be a lot of it— do the driving. And it is likely to be something of a joy ride, the trick being to buckle up and keep an eye on the month being reported. A majority of the data will continue to be […]
Unlikely White House Bailout – April 28, 2025
Good morning, Let’s get into the week ahead for markets because it’s a very big week on a number of fronts, excluding tariffs – which is so refreshing. Friday’s April employment number is an obvious focus. It is the freshest pulse reading on the economy. Wednesday’s Q1-25 GDP release will be quite interesting given the […]
Five Charts For The Week That Was: April 28, 2025

Chief Economist Jeanette Garretty provides 5 economic charts covering topics including global growth, tax revenues, and real estate.