by F.L.Putnam | Dec 5, 2025 | Blog Posts
By Ellen Hazen, CFA®, Chief Market Strategist What We’re Watching in December Jobs. November nonfarm payroll data will be announced on December 16. October jobs data will not be announced, as it was not collected due to the government shutdown. September jobs were...
by F.L.Putnam | Dec 1, 2025 | Blog Posts
By Jill Hibyan, CTFA, CFP®, and Susan John, CFP® Beginning in 2026, the One Big Beautiful Bill Act (OBBBA) will significantly change how charitable giving affects your taxes. Understanding these updates now can help you make the most of your generosity before year-end...
by F.L.Putnam | Nov 18, 2025 | Blog Posts
By Tom Burleigh, CFP®, CTFA® and Landon Fritch, CFP® As organizations seek ways to align employees with the long-term success of the company, the popularity of Restricted Stock Units (RSUs) has grown. For many publicly traded companies, RSUs have become a key...
by F.L.Putnam | Nov 5, 2025 | Blog Posts
By Ellen Hazen, CFA®, Chief Market Strategist What We’re Watching in November Will the government re-open? The government shutdown is now the longest on record, the previous record being the 2018-2019 shutdown, which lasted for 35 days. In addition to many government...
by F.L.Putnam | Oct 7, 2025 | Blog Posts
By Ellen Hazen, CFA®, Chief Market Strategist What We Are Watching in October Government shutdown. The federal government shut down on September 30 when Congress was unable to pass a bill to continue funding the government. Democrats, whose votes Republicans need to...
by F.L.Putnam | Sep 4, 2025 | Blog Posts
By Ellen Hazen, CFA®, Chief Market Strategist What We Are Watching for in September Federal Reserve September 17. The Fed is meeting on September 16-17 and markets currently expect (85% probability, according to Bloomberg) a 0.25% cut in the Federal Funds rate. At his...
