Commentary, Briefs, & Webinars
We are committed to communication and regularly produce commentary, webinars, and other content that adds value. Each client relationship introduces unique circumstances, challenges, and opportunities, and through the sharing of our perspectives, we aim to enhance collaboration and identify planning solutions.
Review and Outlook
Don’t miss the latest edition of our Wealth Management monthly.
"Backward-looking data is rarely market-moving, but what made September’s GDP revisions especially interesting is the way it called into question 2025’s prevailing narrative. While the headline growth rate of 3.8% alone would be noteworthy, the details are now significantly stronger..."
"For the second straight year, the biggest economic news of August came in Jerome Powell’s Jackson Hole testimony. In a speech taken as dovish (likely more so than he intended), Powell brought the Fed’s dual mandate back into balance after an extended period in which the price stability mandate dominated. And, while the Fed remains concerned over inflation in the pipeline, Powell painted labor market weakness as a more immediate risk. In response, futures markets fully priced in a September cut..."
"July ended with a bang, with the final week so packed with macroeconomic data that the Federal Reserve meeting on 7/30 was almost an afterthought. The bad news is that very little of the week’s data was pretty. The good news is that data is at least telling a consistent story after a long period of uncertainty..."
Financial Planning Briefs
These briefs highlight real-world situations we regularly work through with wealth management clients. By sharing these insights, we hope to create awareness and encourage positive action.
Financial Planning
Wealth Management Webinars
Access our informative financial planning webinar series. Our wealth management team values client communication and sharing topical expertise about what matters to you.
"In this webinar, Kelly McKernan, SVP and Wealth Manager, looks at the ever-growing need for women to address a myriad of potential financial planning issues in the event of loss of a spouse or later in life divorce. She offers insights on issues that may arise and discusses how one might navigate such transitions..."
"This webinar discusses updates to the law and how those changes may affect your retirement planning options and opportunities. Our team provides insight for you and your financial planning needs."
"Appleton Partners continued our financial planning webinar series with a two-part event focusing on Senior Care Decision-Making and how to approach planning for such life stage needs."