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What’s on our mind? You can read about it in our blog. We will feature our Weekly Economic Updates, interesting articles on financial and investment topics or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Tuesday, November 13, 2018

In this week’s recap: swift service sector expansion, sustained consumer optimism, a surge in wholesale inflation, and gains for equities. Weekly Economic Update Presented by John J. Barrios, CFP®, November 12, 2018 SERVICE...

Monday, November 5, 2018

In this week’s recap: exceptional jobs data, a rally on Wall Street, high marks for consumer confidence and spending, and a dip for a key factory indicator. Weekly Economic Update Presented by John J. Barrios, CFP®, November...

Monday, October 29, 2018

In this week’s recap: a first-rate Q3 GDP reading, mixed housing indicators, slightly weaker household sentiment, and a significant retreat for equities. Weekly Economic Update Presented by John J. Barrios, CFP®, October 29,...

Monday, October 22, 2018

In this week’s recap: home sales lag, retail sales barely improve, new Fed minutes discuss staying the course, and major equity indices advance. Weekly Economic Update Presented by John J. Barrios, CFP®, October 22, 2018...

Monday, October 15, 2018

In this week’s recap: more downward pressure on equities, retiree incomes get a boost, yearly inflation declines, and consumer sentiment misses expectations. Weekly Economic Update Presented by John J. Barrios, CFP®, October...

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Monday, October 8, 2018

In this week’s recap: stocks slump as the 10-year Treasury yield spikes, an ISM index hits a historic peak, job creation weakens, and oil extends its winning streak. Weekly Economic Update Presented by John J. Barrios, CFP®,...

Monday, October 1, 2018

In this week’s recap: the Fed hikes, consumers feel optimistic, personal income and new home sales improve, and the major indices have a mixed week. Weekly Economic Update Presented by John J. Barrios, CFP®, October 1, 2018...

Monday, September 24, 2018

In this week’s recap: the Dow returns to record territory, home sales flatten, housing starts surge, and the price of oil rises. Weekly Economic Update Presented by John J. Barrios, CFP®, September 24, 2018 BLUE CHIPS HIT A...

Monday, September 17, 2018

In this week’s recap: consumer optimism increases, the retail sales pace slows, inflation pressure weakens, and Wall Street sees wide-ranging gains. Weekly Economic Update Presented by John J. Barrios, CFP®, September 17,...

Monday, September 10, 2018

In this week’s recap: wage growth picks up, the factory and service sectors hum with activity, oil retreats, and new tariffs could be imposed on China. Weekly Economic Update Presented by John J. Barrios, CFP®, September 10,...

Tuesday, September 4, 2018

In this week’s recap: the Nasdaq reaches new heights, consumer confidence and spending numbers impress, and a new trade deal could take the place of NAFTA. Weekly Economic Update Presented by John J. Barrios, CFP® September 3...

Wednesday, August 29, 2018

We tend to overestimate what we can accomplish in the short-term and underestimate what we can accomplish in the long-term. The frustration that results is one big reason why so many New Year’s resolutions die before Spring. But...

Monday, August 27, 2018

In this week’s recap: a milestone for the current bull market, new record highs for two equities benchmarks, a dip in home sales, and a win for oil. Weekly Economic Update Presented by John J. Barrios, CFP®, August 27, 2018...

Wednesday, August 8, 2018

The Chapters of Retirement The five phases of life after 50 & the considerations that accompany them. Provided by John J. Barrios, CFP® The journey to and through retirement occurs gradually, like successive chapters in a book....