What is the path forward for interest rate cuts?
6/14/2024
Raymond James Chief Economist Eugenio Alemán notes the Fed isn't convinced monetary policy is restrictive enough to bring inflation down to its 2% target.
Markets and Investing
One way we could explain the latest FOMC decision: Rise over run
6/14/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Will the bull market endure or fizzle out?
6/14/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle
No surprise as interest rates hold steady at June FOMC meeting
6/12/2024
The updated projection shows the likelihood of one rate cut by the end of 2024.
Markets & Investing
Will the sun set on generous estate and gift tax exemptions in 2026?
Now is a good time to review your estate and gifting plans.
Tax Planning
Webinar replay - Summer of split decisions
6/11/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
GSTs leapfrog a generation to offer estate tax advantages
Generation-skipping trusts (GSTs) can provide certain protections and benefits that other trusts don’t.
Estate & Giving
Personal consumption expenditure – An inflation measure
6/10/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Markets watching for when the Fed easing cycle will begin
6/7/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Welcome to economic decision making: Which way is north?
6/7/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy