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Practical Advice from Your Wealth Partners

Productivity’s Powerful Signal: What It Means for Markets and the Economy

George Rudawski, MSFE, MBA, CFA®, Partner & Senior Portfolio Manager 30/01/2026

Fed Holds Policy Rate Steady as Labor Market Cools and Housing Activity Reawakens

Benjamin Altman, CFP®, CEO and Chief Investment Officer 28/01/2026

NAR Pending Home Sales: December Contracts Drop 9.3% as Low Inventory Cools Buyer Activity

Benjamin Altman, CFP®, CEO and Chief Investment Officer 21/01/2026

5 Investment Lessons 2025 Made Impossible to Ignore

Michael Santarelli, MBA, CIMA®, Managing Partner & Sr. Portfolio Manager 15/01/2026

November PPI Steady, Retail Sales Surprise to the Upside

Benjamin Altman, CFP®, CEO and Chief Investment Officer 15/01/2026

Labor Market Resilience: JOLTS Openings Stable, ADP Payrolls Surprise to the Upside

Benjamin Altman, CFP®, CEO and Chief Investment Officer 08/01/2026

10 Reasons Why Donor Advised Funds Are a Smart Way to Give Back

Ryan Safko, CFP®, CIMA®, AWMA®, Advisor & Family Office Planner, Family Office Group 31/12/2025

Advance Monthly Sales for Retail and Food Services: Gauging the Pulse of U.S. Consumer Demand

Benjamin Altman, CFP®, CEO and Chief Investment Officer 18/12/2025

Capital Spending Discipline in the Age of AI

Amy Weigand, CFA®, Director of Asset Management Group 15/12/2025

Labor Market Remains Stable as Job Openings Hold Steady

Benjamin Altman, CFP®, CEO and Chief Investment Officer 11/12/2025

ADP National Employment Report: Private Sector Sheds 32,000 Jobs in November as Pay Growth Slows to 4.4%

Benjamin Altman, CFP®, CEO and Chief Investment Officer 04/12/2025

Year-End Financial Planning Checklist: 4 Smart Moves to Consider Before the Year Ends

Benjamin Altman, CFP® ,CEO & Chief Investment Officer 30/11/2025

Small Business Sentiment Eases but Holds Above Long-Term Average

Benjamin Altman, CFP®, CEO and Chief Investment Officer 14/11/2025

Four Market Signals Hidden in the 10-Year Treasury

Michael Santarelli, MBA, CIMA®, Managing Partner & Sr. Portfolio Manager, Director of Asset Management Group 13/11/2025

Manufacturing Sector Contracts Further

Benjamin Altman, CFP®, CEO and Chief Investment Officer 06/11/2025

Don’t Be Afraid of Heights: Navigating Market Highs with Confidence

Amy Weigand, CFA®, Director of Asset Management Group 31/10/2025