“Vibecession”

How do you feel about the state of the economy? In more contemporary terms, what are your “vibes” telling you? Are you feeling confident and comfortable? Or are you feeling a nagging worry that things aren’t going well? If you’re experiencing a disconnect between official economic data and your personal

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Summer Storms?

Clouds may be gathering. Should investors be worried about a storm? Let’s look at some factors that could trigger a market selloff in the weeks or months ahead. (Note: we’re not saying a selloff is definitely going to happen—we want you to be prepared if it does.) Factor #1: Stocks

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Inflation Relief

After months of simmering inflation reports, it looks like inflation finally eased slightly in April.1 Are prices stabilizing? Can we breathe a sigh of relief? Let’s dig a little deeper. What’s inside the latest inflation report? Economists typically look at two major inflation gauges: the Consumer Price Index (CPI) and

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Rates & Record Highs

The stock market rocketed to new record highs after the latest FederalReserve meeting.1 Will markets continue to rise? Will stocks take a dive after the recent record highs? What could the Baltimore bridge collapse mean for the economy? Let’s discuss. Why are stocks on such a tear? Despite some bumps

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2023 in Review

How did 2023 go for you? Let’s take a moment to review some of the year’s major market and economic trends. (Before I sign off, I’ll also pass along a few thoughts about what 2024 could have in store.) AI became a major tech trend1 After ChatGPT launched in late

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How High Will Rates Go?

How high do you think the Federal Reserve will have to push interest rates to fully tame inflation? Some good news first: inflation is much, much lower than it was last summer. From its 2022 peak, headline inflation has plummeted to 3.2% in July after rising slightly over June’s reading.1

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Things Are Looking Up

A word about recessions. Are we still going to see one this year? Let’s discuss. Why did so many people think a recession was coming? Inflation and interest rates, primarily. Historically high inflation has cast a pall over the economy since early 2021.1 In response, the Federal Reserve has raised

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State of the Economy

Big question: how’s the economy doing? With the year more than half over and markets on a spree, it’s an important question to consider. Let’s dig into the latest data and find out. Inflation continues its downward spiral. The latest data for June shows that inflation fell for the 12th

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Debt, Banks, & Inflation

Markets are doing their thing again, so let’s discuss. Markets tumbled, heading into negative territory, and then bounced back. And then promptly fell again.1 We’re caught in a whipsaw pattern of uncertainty. Is this weird? Not really. These things happen pretty regularly when investors get jittery. Let’s talk about what’s

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Factors in Retirement-Longevity and Working Career

In previous postings, we discussed some of the factors facing prospective/current retirees. These factors were classified in three general categories: 1) factors over which we have total control, 2) factors over which we have some control, and 3) factors over which we have no control. The second category (factors over

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