by lportee53 | Sep 29, 2025 | Articles
If you’re age 73 or older (or inherited a retirement account), it’s time to start thinking about Required Minimum Distributions (RMDs). These mandatory withdrawals may feel like just another box to check—but when handled thoughtfully, they can also create opportunities for better tax efficiency and meaningful impact.
by lportee53 | Sep 22, 2025 | Weekly Market Commentary
FOMC Decision and Inflation Outlook, Retail Sales and Industrial Production, Housing Market Weakness, and more.
by lportee53 | Sep 15, 2025 | Weekly Market Commentary
Overall, the data suggests the economy is entering a more balanced phase. Inflation appears to be stabilizing, with price pressures no longer accelerating, while signs of labor market softening are beginning to emerge.
by lportee53 | Sep 2, 2025 | Weekly Market Commentary
Last week began with a focus on the housing market, where housing starts for July exceeded expectations, reaching 1.428 million new construction starts.
by lportee53 | Aug 25, 2025 | Weekly Market Commentary
Last week began with a focus on the housing market, where housing starts for July exceeded expectations, reaching 1.428 million new construction starts.