Newsletters

As the fall weather changes and we begin in earnest to prepare for Thanksgiving, it is appropriate to think of the many blessings we have as Americans and citizens of such a great country. Despite our flaws, we are still the hope for the world and the destination of millions of immigrants. And as we […]

Happy fall! I think we’re all ready for a little cooler weather, so it’s nice to see the fall colors beginning to appear in the trees and football back on television. Although you never know if this will be the year for your team, there is always something so hopeful about new seasons, new friends,

Happy fall! As we finish summer, it is starting to look a lot like a regular fall with football games, schools re-opening, and weddings all being held again. As for the economy, we continue to see strong re-openings with all ten U.S. leading economic indicators registering positive numbers for July, also representing strong economic growth

Happy August! The long days of summer are here, but it continues to be quiet in the markets. Inflation increased 6.1% at an annualized rate for the 2nd quarter of 2021, but the debate still continues if this will be “transitory.” Meanwhile, S&P 500 earnings are estimated to increase 82% year-over-year compared to 2nd quarter

Happy summer! As we finish the first half of 2021, the market has performed largely as we expected. Unemployment is below 6 percent (5.9%) and inflation has picked up compared to a year ago (5.0% CPI; and 3.8% CPI excluding food and energy), but inflation is up only 3.4% according to personal consumption expenditures excluding

Happy June! The new numbers on COVID are remarkable. Over 50 percent of all adults have received at least one shot of the vaccine and this number is significantly higher for those at highest risk: over age 65 or with comorbidities. Amazingly, graduations and family gatherings around the Nation have resumed. I can vouch for

Happy Mother’s Day! Although this is officially May 9th, perhaps we should celebrate Mother’s Day for an entire month. For every mother, grandmother (and friend who has served as a mother), thank you for guiding our children to be the best young adults and grownups they can be. It cannot be emphasized enough how raising

Happy spring! As we enter April 2021, approximately 100 million Americans (or 30 percent of the U.S. population) will have received at least the first dose of COVID-19 vaccinations. While we are not “out-of-the-woods” as far as COVID risk, we are poised for a significant economic boost. The real GDP growth rate for Q4 2020

At long last, we are nearing the end of a long winter, both figuratively and literally! Winter began on the winter solstice, December 21, 2020, and officially ends on March 21, 2021, the spring equinox. But it’s also been a long winter with COVID-19 first peaking and now subsiding as vaccinations are administered. Topics: Population

Topics: Majority of Young Adults Living at Home Key Retirement and Tax Numbers for 2021 Are Value Stocks Poised for a Comeback? Tips to Help Control Your Finances During the Pandemic GWM Newsletter – February 2021