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111 results from “new tax plan”

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Weekly Strategy Perspectives - Portrait of the Consumer

Personal consumption drives the bulk of U.S. and Canadian economic activity, and by correcting common misconceptions about what truly influences cons…

CAROL SCHLEIF, CFA, SASB-FSA
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Weekly Strategy Perspectives - Putting a Sweater on the Octopus – employment paradoxes and paradigms

Week Ending 01-16-2026. In 2025, hiring slowed amid tech and policy shifts, while turbulent data production muddied employment readings and forced a…

CAROL SCHLEIF, CFA, SASB-FSA
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Weekly Strategy Perspectives - Risky Business

Week ending 01/23/2026. Market volatility has returned, but not all price swings threaten long‑term outcomes or signal deeper risk.“It’s …

CAROL SCHLEIF, CFA, SASB-FSA
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Year-end planning strategies to consider before 2025

As we approach the end of 2024 and start to think back on the year’s global, national, and local events, do not forget to reflect on your personal hi…

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Weekly Strategy Perspectives - Wrangling Risk

Stocks sit near record highs amid troubling headlines, leaving investors caught between resilient fundamentals and persistent skepticism over how lon…

CAROL SCHLEIF, CFA, SASB-FSA
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Weekly Strategy Perspectives - Great (Inflation) Expectations – Part I

Hotter‑than‑expected U.S. inflation data pushed bond yields and investor concerns higher, highlighting the complex interplay between inflation and in…

CAROL SCHLEIF, CFA, SASB-FSA