FOMC Commentary – July 30, 2025
The Federal Open Market Committee (FOMC) Interest Rate Meeting concluded with a decision to leave the Fed Funds Target Range at 4.25%-4.5%. This decision was widely expected, as were the dissenting votes of Fed Governors Chris Waller and Michelle Bowman, both of whom voted for a quarter-point interest rate cut.
Why Mid-Wealth Families Need Estate Planning Now Under the OBBBA
As published in Rethinking65 This isn’t about yachts and private jets — it’s about preparing real families for often-overlooked risks and opportunities. The recent enactment of the One Big Beautiful Bill Act (OBBBA) on July 4 marks a pivotal moment in tax and estate planning. While our clients may perceive “estate planning” as reserved for […]
One Big Beautiful Bill Act and Its Impact Webinar
Chief Economist Jeanette Garretty and Head of Wealth Planning Mallon FitzPatrick break down the impact of the One Big Beautiful Bill Act (OBBBA) on your financial plan.
Five Charts for the Week That Was: July 25, 2025
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including the Fed Rate, GDP estimates, home sales, oil prices, and Chinese exports and imports.
2025 Mid-Year Outlook
Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz break down what happened in the first half of 2025 and provide their outlook for the remainder of the year.
Lessons from the ’90s: How AI Is Powering a New Investment Cycle
July 15, 2025 Technology spending is accelerating at the fastest pace in decades. Figure 1 shows investment in information processing equipment and software grew +14% year-over-year (YoY) in Q1 2025, the fastest pace since the late 1990s. During the dot-com era, investment in computers and software grew over +15% YoY before collapsing in the early […]
Five Charts for the Week That Was: July 11, 2025
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including the Fed Rate, GDP estimates, home sales, oil prices, and Chinese exports and imports.
5 Essential Financial Planning Moves for Your 50s: Retirement, Care, and Beyond
June 30, 2025 – Head of Wealth Planning Mallon FitzPatrick, CFP®, AEP®,CLU® was quoted in Investopedia discussing essential financial planning strategies for your 50s, including preparing for retirement and future care needs. “Planning for long-term care isn’t just an expense; it’s peace of mind for future challenges,” said FitzPatrick. Click here to read more.
Five Charts for the Week That Was: June 20, 2025
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including the Fed Rate, GDP estimates, home sales, oil prices, and Chinese exports and imports.
FOMC Commentary – June 18, 2025
The Federal Reserve’s Federal Open Market Committee (FOMC) today confirmed the current monetary policy, keeping the target Fed Funds rate in the 4.25%-4.5% range and continuing to reduce the Fed’s holdings of US Treasuries and agency debt (“the balance sheet.”)
Corporate Earnings Off to a Solid Start in 2025
June 17, 2025 – The stock market’s performance is a function of two variables: earnings and valuations. A company generates profits, and investors assign a multiple to those profits, such as 15x or 20x earnings, to determine the company’s valuation. This year, earnings have been in the spotlight as policy uncertainty around tariffs and global […]
After a Natural Disaster: How to Decide Whether to Rebuild or Relocate
As published in Kiplinger A home is more than an asset — it’s where milestones are celebrated, memories are made, and a sense of stability is anchored. The emotional and financial impact can be profound when a natural disaster strikes. And once the immediate damage is assessed, a more complex question emerges: Should we rebuild […]