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Market Recap – September 25, 2023

Market Recap – September 25, 2023

The Fed last week left its Fed funds interest rate unchanged at 5.25% to 5.50%, but signaled that interest rates are going to be “higher for longer.”  Markets responded with the 10-year U.S. Treasury rising to 4.45% -- its highest since 2007 -- and the S&P 500...

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Market Recap – September 18, 2023

Market Recap – September 18, 2023

The big news last week was hotter inflation from energy/gasoline price increases and stronger than expected consumer spending.  This takes on more importance for the Fed’s FOMC meetings this Tuesday and Wednesday. While the Fed likely will not raise interest rates at...

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Market Recap – September 11, 2023

Market Recap – September 11, 2023

Not withstanding positive economic growth, low unemployment, and declining inflation, 58% of voters say the economy has gotten worse over the past two years, only 28% say it has gotten better, and nearly 75% say inflation is headed in the wrong direction, according to...

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Market Recap – August 21, 2023

Market Recap – August 21, 2023

The S&P 500 closed 2% lower last week and is more than 5% lower since the end of July, even as next 12-months earnings per share expectations have continued to rise to $236 from $225 in March.  What happened? Higher interest rates. Nearly 80% of S&P 500...

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Market Recap – August 14, 2023

Market Recap – August 14, 2023

The big news last week was the July CPI report showing core CPI inflation of only 0.16% (month over month) for the second month in a row, and a three-month annualized rate of 3.1% -- a near two-year low. The three-month annualized core CPI inflation rate quite likely...

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Charitable Giving

Charitable Giving

By: Douglas Andre                      Chief Wealth Officer & Senior Family Office Counsel of Keel Point Many of the ultra-high net worth (“UHNW”) families that our Family Office serves are very charitably inclined. Giving to charitable organizations provides...

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Market Recap – August 7, 2023

Market Recap – August 7, 2023

The big news last week was signs of cooling, but resilient, labor markets.  With the prior week’s positive second quarter GDP surprise, there is growing support for the idea that the Fed can achieve a “soft landing” for the U.S. economy and avoid a recession.  Job...

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