Our market pulse at your fingertips
Market fluctuations, economic events, legislative changes: While we can’t control them, we can control our reactions to them.
We’re committed to keeping you in the know about the latest market and economic developments. Click on the links below to read our Market Pulse reports. If you have any questions, reach out to your financial advisor.
- 2026 Charitable Deduction Changes (11-12-2025)
- Mutual Fund Capital Gains Distributions 2025 (11-5-2025)
- Government shutdowns and the markets – 3 things to know (10-28-2025)
- Social Security announces 2026 cost-of-living adjustment for benefits (10-24-2025)
- Actions To Consider During A Government Shutdown (10-01-2025)
- Federal Tax Bill 2025 (07-18-2025)
- Social Security Trustees Report 2025 (06-18-2025)
- A business owner's guide to navigating uncertainty (04-04-2025)
- Unpacking the impact of tariffs: Stay diversified, stay invested (04-10-2025)