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.
"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..."
"June was bookended with two labor reports that received very similar, and we believe incorrect, market reactions. Both May’s 139k (revised to 144k) and June’s 147k job gains were objectively weak releases, below the long-term trendline. But the markets treated both as strong due to beating even worse expectations (126k and 106k, respectively)..."
"There seems to be a “Groundhog Day” element to writing economic commentary lately. At the start of June, we are still concerned about tariff uncertainty, as well as the scope of federal layoffs, and unless you look at the details, it is entirely possible to miss the fact that another month has passed..."
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."