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October 21, 2025
Quarterly Outlook: Job Growth Slows in the Face of Strong Growth
The U.S. job market has cooled notably, with job gains slowing and consumer sentiment weakening, prompting the Federal Reserve to cut interest rates. Still, economic growth and consumer spending remain resilient, supporting a 3.8% annualized expansion in Q3 and keeping recession risks relatively low.
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October 14, 2025
Quarterly Investment Commentary: October 2025
How durable are today’s U.S. mega cap companies? Many investors have noticed that just a handful of large U.S. companies now drive much of the stock market’s performance. While stock concentration can be unsettling, it also reflects one of the core strengths of markets: their ability to evolve.
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October 13, 2025
How to Give to Charity Under the New OBBBA Rules
Looking ahead, starting in 2026 the new One Big Beautiful Bill Act (OBBBA) will bring important changes to the way charitable giving is treated. If supporting causes you care about is part of your financial goals, here’s what you need to know.
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