FOMC Commentary – January 28, 2026

The Federal Reserve Open Market Committee (FOMC) left its target interest rate range unchanged at 3.5% to 3.75%.
Charts for the Week That Was: Special Webinar Edition

Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz provide their charts that helped shape our market outlook.
2026 Economic and Investment Outlook

Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz break down 2025 and provide their outlook for 2026.
Five Charts for the Week That Was: January 9, 2026

Chief Economist Jeanette Garretty provides 5 economic charts covering topics including oil and non farm payroll employment.
I’m a Wealth Planner: Forget 2026 Market Forecasts and Focus on These 3 Goals for Financial Success

As published on Kiplinger We know the economy is unpredictable, geopolitical events can happen without warning, and markets will do what they do, no matter who predicts what. Here’s how to focus on what you can control. Every January, the financial news landscape is flooded with two things: Articles about canceling unused gym memberships and […]
Five Charts for the Week That Was: December 19, 2025

Chief Economist Jeanette Garretty provides 5 economic charts covering topics including employment including federal employees and CPI.
FOMC Commentary – December 10, 2025

The Federal Open Market Committee (FOMC) of the Federal Reserve cut interest rates by 25 bps, with the Fed Funds target range now 3.5%-3.75%. This rate cut is not expected to significantly impact economic activity, which is currently expanding at a 2.5%-3.0% pace.
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 […]