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.
"The federal government reopened on November 12th after the longest shutdown in American history. The resulting continuing resolution will only fund most of the government through January 30th, so a second shutdown is possible, maybe even probable. Until then, however, we will be wrestling with two concurrent problems..."
"October was largely a quiet macro month, thanks to the ongoing government shutdown, until the FOMC meeting ended the month with a bang. We thought Chairman Powell might cautiously open the door to a pause after October’s 25bps cut as we still see growing inflation pressures..."
"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..."
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."