End of 2021 Planning Observations

We are furthermore witnessing one of the most visceral supply chain disruptions in economic history – if there was ever a time for a passive, hands-off approach to financial planning or portfolio management, this is certainly not it.   Uncertain Times Underscore...

The Impact of Inflation on Consumption

What Is GDP?   At a high level, let’s first observe that gross domestic product (GDP) is 70%  consumption. Said another way, consumption is simply you and I buying things. These things can be daily routine staples, a new car, or a household appliance, as well as...

The SECURE Act – And Why It Matters To You

This article briefly looks at the SECURE Act and what you should keep in mind as you plan for retirement.   Click the video for additional footage on the Secure Act and why it matters to you! What Parts of the SECURE ACT Relate to Financial Planning? The key...

Economic Update

Employment Employment numbers are important to review as they provide solid indicators for spending patterns and consumer confidence. Click the graph below for the most current information on employment.   Manufacturing The ISM manufacturing index (formerly known...

Economic Update: 2018 Fourth Quarter

Employment The most closely watched of all economic indicators, the employment situation is a set of monthly labor market indicators based on two separate reports: the establishment survey which tracks 650,000 worksites and offers the nonfarm payroll and average...