Understanding the Difference Between Soft and Hard Economic Data
We finally received the details on the scope of the Trump Administration Tariffs, and it’s beyond market consensus. Risk markets currently do not like the announcement, with stock futures currently down and the NASDAQ leading markets lower. Copper and oil are also falling in post-market trading, suggesting concerns about dimmer growth prospects. The Asia open seems more muted than the headlines would potentially justify.
Five Charts For The Week That Was: May 9, 2025
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including US Jobs Numbers, container freight rates, US Dollar, and US Exports to China.
FOMC Commentary – May 7, 2025
No surprises in the official announcement: The Fed leaves interest rates unchanged and stands ready to respond if economic conditions demand, which they do not yet. With employment growth still strong and inflation trends calm enough to claim a continued movement towards the all-important 2% target, there was no reason for the Federal Open Market Committee […]
When Should You Take Social Securtity?
May 6, 2025 For wealthy individuals and couples, Social Security might appear to be a smaller component of the overall wealth plan. However, overlooking its nuances could mean leaving value on the table long-term. Let’s discuss considerations for optimizing your Social Security benefits, ensuring this component of your retirement works hardest for you. Social Security […]
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.
Will My Children Inherit Too Much?
As published in Kiplinger If you worry about how your children will handle an inheritance, you’re not alone. Luckily, you have options — from lifetime gifting to trusts — that can help. Some parents worry that leaving too much money to their children could hinder their growth or well-being. But what constitutes “too much” is […]
Leveraging Deferred Sales Trusts for Strategic Tax Management
As published in Rethinking65 DSTs enable sellers of businesses or real estate to invest the proceeds while controlling the amount and timing of tax liabilities. Key Points• The trust can help control the amount and timing of tax liabilities.• It’s often used when selling businesses or real estate.• The seller avoids credit risk and gets […]
Ten Charts to Think About Instead of Taxes
Chief Economist Jeanette Garretty provides a recap for Q1 2025. She discusses consumer confidence, personal income, Federal government employment, job creation, and tariffs.
Market Recap: April 3, 2025
Watch Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz discuss the recent tariffs announcement and its impact on markets.
Investment Office Quick Thoughts: April 3, 2025
We finally received the details on the scope of the Trump Administration Tariffs, and it’s beyond market consensus. Risk markets currently do not like the announcement, with stock futures currently down and the NASDAQ leading markets lower. Copper and oil are also falling in post-market trading, suggesting concerns about dimmer growth prospects. The Asia open seems more muted than the headlines would potentially justify.
Q1 2025 Economic Recap
Chief Economist Jeanette Garretty provides a recap for Q1 2025. She discusses consumer confidence, personal income, Federal government employment, job creation, and tariffs.
Are You a High Earner But Still Broke? Five Fixes for That
March 24, 2025 If you’re a HENRY (a higher earner, not rich yet) but feel like you still live paycheck to paycheck, there are steps you can take to get control of your financial future. As published in Kiplinger HENRYs, or high earners, not rich yet, are professionals who earn significant income but struggle to […]