Five Charts for the Week That Was: December 5, 2025
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including holiday shopping, gas prices, and electricity costs.
I’m a Financial Planner: If You’re a High Earner, You Need an 18-Month Safety Net
As published on Kiplinger No job seems to be safe in this age of artificial intelligence, even white-collar ones. If you make a larger-than-usual salary, then you need to have a larger-than-usual emergency fund. Here’s why. Layoff notices used to be reserved for cyclical downturns, but recent years have proven that no salary level is […]
Unwrapping Your Estate Plan for Your Kids: A Gift That’ll Keep Giving Long After the Holidays
As published on Rethinking65 The holidays offer families a perfect opportunity to discuss important, often difficult topics like long-term care, estate plans and legacy. You don’t have to resolve everything all at once, but getting started can provide peace of mind far beyond the season. November 26, 2025 – The holidays give many families a […]
Five Charts for the Week That Was: November 21, 2025
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including unemployment claims, payroll employment growth, federal tax refunds, trade deficit, and money supply vs. inflation.
The Ultimate Luxury in an Uncertain Job Market
As published on Rethinking65 For affluent clients, the traditional three to six months of emergency funds is quaint, bordering on negligence. November 13, 2025 -The “Jobpocalypse” is no longer confined to cyclical economic downturns or blue-collar automation. The recent, relentless waves of white-collar layoffs — particularly in the once-impenetrable fortresses of big tech, finance, and […]
Five Charts for the Week That Was: November 7, 2025
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including home insurance, rare earths, credit card delinquencies, gold, and apartment rent.
FOMC Commentary – October 29, 2025
The Federal Open Market Committee (FOMC) voted to lower the Federal Funds rate target range by 25bps, from 4.25%-4.5% to 4%-4.25%. The context provided for this move was as important as the interest rate cut itself, slowing employment growth but continued inflation at levels “somewhat” higher than desirable.
Five Charts for the Week That Was: October 24, 2025
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including home insurance, rare earths, credit card delinquencies, gold, and apartment rent.
Five Charts for the Week That Was: October 3, 2025
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including US consumer sentiment, vehicle sales, US agriculture, oil prices, and private sector jobs.
The Latest on the QSBS: Your Guide to Avoiding Significant Taxes
The IRS recently released final regulations for catch-up contributions, a provision of the SECURE 2.0 Act. While the official application date is January 1, 2027, the changes are already set for 2026 and require your attention now.
U.S. Government Shutdowns and Risk Markets
US Federal Government Shutdowns Some of the federal government’s activities are set to shut down if Congress cannot agree to fund them by October 1, 2025 What is a government shutdown? A shutdown occurs when non-essential federal government activities close temporarily because Congress has not approved funding to keep them open. There have been 10 […]
Catching Up on the New Rules for High-Income Retirement Savers
The IRS recently released final regulations for catch-up contributions, a provision of the SECURE 2.0 Act. While the official application date is January 1, 2027, the changes are already set for 2026 and require your attention now.