Data Says: Economy Is Good! Survey Says: Americans Are Not Happy!
Thoughts of the Week Survey after survey after survey has been indicating that Americans feel worse off today compared to the recent...
top of page
NEWS
Relief for Certain RMDs from Inherited Retirement Accounts for 2024
In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting...
Thoughts of the Week - February 23rd
We’re having another leap year! This year, February will include another day—the 'bonus' day that we get about once every four years....
2024 Election Outlook: Market Performance Around Elections
In our deep-dive report, we provide analysis of how the market performs around U.S. elections, as well as an update on the state of the...
The House Has a Speaker – Market, Policy, and 2024 Election Impacts
The House GOP elected Mike Johnson (R-LA) as Speaker on a unanimous basis and attention will turn to the fiscal impact as lawmakers...
Social Security increases benefits by 3.2% for 2024
The 2024 Social Security cost-of-living adjustment (COLA) has been announced. The Social Security Administration has announced a...
McCarthy Ousted – Now What? Political and Market Implications
In an unprecedented step, Kevin McCarthy has been ousted as speaker of the House in a 216-210 vote. Ultimately 8 Republicans joined a...
How Biden’s Student Loan Relief Exceeds Expectations
The details of the long-awaited student loan forgiveness program are more substantial than expectations. The headlines will highlight the...
Nonfarm employment: Unchartered territory
Today’s nonfarm employment number is at odds with what other numbers are showing regarding the health of the US economy. However, the...
Are We in a Recession? It’s Complicated.
Yesterday, government data showed that the economy shrank for the second quarter in a row, a common definition of a recession. The WSJ's...
bottom of page