8/20– Weekly Economic Highlights

Retail sales were softer than expected in July, down 1.1% month-over-month. On a year-over-year basis, retail sales were up 15.8% in July.

8/13 – Weekly Economic Highlights

While the US economic reopening theme continues, the path toward a full reopening of the economy and return to normalcy has been more uneven than many economists and CEOs were forecasting just a few months ago.

August 2021 – Bond Market Review

The Federal Open Market Committee (FOMC) kept monetary policy unchanged in July. The fed funds target rate remains in the range of 0.0% to 0.25%, and the Fed continues to purchase $80 billion of Treasuries per month, and $40 billion of agency mortgage-backed securities per month.

7/23– Weekly Economic Highlights

This week’s housing data suggest that the housing market remains strong, underpinned by strong demand, low mortgage rates, and tight supply.

Evaluating Proposals for Investment Advisory Services

Selecting the right Registered Investment Adviser (“RIA”) to manage your assets is one of the most important decisions you make as a financial professional. You need to make sure to ask the right questions and request the appropriate level of supporting documentation to make the most informed decision. The questionnaire as a primary reference point for these evaluations is known as a Request for Proposal (“RFP”).