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Weekly Market Update

• 10/2025:
  Navigating Markets Without Government Data
• 09/2025:
  Adjusting to a New Nominal
• 09/2025:
  Record Highs as Fed Cuts Rates
• 09/2025:
  Market Crossroads: Fed, AI, and Trade
• 09/2025:
  Labor Dynamics Argue for Fed Support
• 08/2025:
  Powell Opens Door to Rate Cuts
• 08/2025:
  Markets Near Highs
• 08/2025:
  Stocks Post Summer Gains
• 08/2025:
  Big Tech Triumphs While Macro Signals Are Mixed
• 07/2025:
  Earnings Defy Policy Pressures
• 07/2025:
  Earnings Battle Tariffs for Investor Focus
• 07/2025:
  Stocks Advance as Jobs Suprise
• 06/2025:
  S&P 500 Hits Record
• 06/2025:
  Markets stay resilient amid Mideast tensions
• 06/2025:
  Gold shines after Israel attacks Iran
• 06/2025:
  Data Resilience Despite Policy Instability
• 06/2025:
  A Tale of Two Macro Narratives
• 05/2025:
  Equities Rise in the Eye of the Tariff Storm
• 05/2025:
  Trading the Trade Talks
• 05/2025:
  Waiting Game
• 04/2025:
  Solid Earnings Helps Market
• 04/2025:
  Investors Seek Foreign Ports During US Trade Storm
• 04/2025:
  Volatile Week for Markets
• 04/2025:
  US Hikes Import Taxes Ten-Fold to Deglobalize
• 03/2025:
  How Well Can the US Absorb Tariff Shock?
• 03/2025:
  Stay the Course
• 03/2025:
  Hitting the Tariff Button
• 03/2025:
  The US Economy Slows in 1Q25
• 03/2025:
  Tariff Time: Markets Quickly Repricing Growth, Will Assess Opportunities
• 02/2025:
  Globalization Strikes Back
• 02/2025:
  When the World Divides
• 02/2025:
  Keeping Our Balance Amid Upheaval
• 02/2025:
  US Trade Deficit, Market Cap Surplus… Is the World Ready for This?
• 02/2025:
  Disrupting the Disruptors
• 01/2025:
  U.S. Trade Deficit, Market Cap Surplus
• 01/2025:
  The Strengthening Case of Income in a Portfolio
• 01/2025:
  Looking Back to Assess “What Sort of Year This Will Be”
• 12/2025:
  Great Year, Tough Week into Holidays
• 12/2025:
  Opportunities, Risks for a “Rule-Breaking” Expansion
• 12/2025:
  Rising US Expectations and “Reflexivity”
• 12/2025:
  Navigating Tariffs and Deregulation
• 11/2025:
  Start Broadening Investment Horizons
• 11/2025:
  Post Election Rally Takes a Pause
• 11/2025:
  Post US Election Update: Driving Faster vs Going Farther
• 11/2025:
  Top Tech Takeaways – Companies Have to Spend Money to Make Money
• 10/2025:
  Holding the Wheel Steady Ahead of US Election
• 10/2025:
  Prepare to Make Volatility an Asset
• 10/2025:
  More Growth, Less Easing
• 10/2025:
  October’s Three Market Surprises
• 09/2025:
  Which Markets Will Move? US Policies Matter
• 09/2025:
  A Winning Week After Fed Rate Cut
• 09/2025:
  Eyeing China’s Response to US Policy
• 09/2025:
  Strategy for Uncertainty? Raise Quality
• 09/2025:
  US Equities – Corporate Profits Already Hitting New Highs
• 08/2025:
  Stocks Rally as Powell Signals Ease
• 08/2025:
  Market Awaits Fed Remarks
• 08/2025:
  “Leveraging” Volatility for Potential Gain
• 08/2025:
  Fed Moving Closer to Rate Cuts
• 07/2025:
  US Elections – Looking for Risks Hiding in Plain Sight
• 07/2025:
  IT Disruptions and Biden Drops Out
• 07/2025:
  Labor Market Slowing, Corporate Profits Growing
• 07/2025:
  A Winning Holiday-Shortened Week
• 07/2025:
  Don’t Lose Your Balance in the AI Frenzy
• 06/2025:
  S&P 500 Reaches 5,500 Then Retreats
• 06/2025:
  The US Federal Reserve That Doesn’t Stand Still
• 06/2025:
  Stock Market Makes New Highs
• 06/2025:
  Stocks Slip but Still Post Monthly Gains
• 05/2025:
  The Blessing of Low Global Expectations
• 05/2025:
  Climbing a Wall of Worry
• 05/2025:
  Asked and Answered — Your Top of Mind Questions on Investments
• 05/2025:
  US Interest Rates and the “New Normal”
• 04/2025:
  Strategies to Overcome Equity Market Myopia
• 04/2025:
  Being Ready for the Unexpected
• 04/2025:
  Missiles, Drones, Inflation & Earnings
• 04/2025:
  High Expectations Meet High Earnings
• 04/2025:
  Stocks Advance with Jobs Report Next
• 03/2025:
  US Stocks Make Another All-Time High
• 03/2025:
  Renewed Interest in Renewable Energy
• 03/2025:
  Healthcare: 2023’s Pain Is 2024’s Gain
• 03/2025:
  Global Growth Gets Going
• 02/2025:
  Necessary Elements for a China Turnaround
• 02/2025:
  Debt and Consequences
• 02/2025:
  S&P 500 Reaches 5K Milestone
• 02/2025:
  Jobs Surge While Earnings Amalgamate
• 01/2025:
  Big Micro and Big Macro This Week
• 01/2025:
  Worries, Realities and the Red Sea
• 01/2025:
  Having Missed the ’23 Rally, Healthcare Remains "On Sale"
• 01/2025:
  S&P 500 Ends a Nine-Week Streak of Advances
• 12/2025:
  The Fed and Broadening Portfolios in 2024
• 12/2025:
  A Positive Glidepath for the US Economy
• 12/2025:
  Wisdom for 2024: Answers to Your Questions
• 11/2025:
  Why We Expect Equity Performance to Broaden Out in ‘24
• 11/2025:
  Wise Investors Should Pay Close Attention to Falling Inflation
• 11/2025:
  As Goes the Fed, So Goes the Dollar
• 11/2025:
  Fed Tightening Looks Done
• 10/2025:
  Trick or Treat?
• 10/2025:
  Investing in Uncertain Times
• 10/2025:
  Earnings, Data, & QA
• 10/2025:
  The Argument for Selectivity in SMID
• 10/2025:
  Sentiment Being Tested Even Without a Shutdown
• 09/2025:
  The Value of Seeking Growth in Global Markets
• 09/2025:
  Fed Expected to be on Hold
• 09/2025:
  Why US Inflation Is Unlikely to be Like the 1970s
• 09/2025:
  Jobs, Back-to-School, Banks
• 08/2025:
  Fed to Proceed Cautiously
• 08/2025:
  China’s Economic Distress and its Implications
• 08/2025:
  Mixed Week on Wall Street
• 08/2025:
  Reflections on a Rolling Recession
• 07/2025:
  Underappreciated Good News
• 07/2025:
  Looking Toward the Beginning of the Next Cycle
• 07/2025:
  Less Inflation, Better Earnings, and a Bit of AI
• 07/2025:
  Alternative Investing Through a Slowing Economy
• 07/2025:
  A Surprisingly Strong 1st Half
• 06/2025:
  Market Snaps Winning Streak
• 06/2025:
  There Is No Perfect Time to Invest
• 06/2025:
  Opportunities on the Horizon
• 06/2025:
  Market Jumps on Jobs
• 05/2025:
  Debt Deal & Observations
• 05/2025:
  Stocks Eye Debt-Limit Talks
• 05/2025:
  You Really Don’t Want to Hit the Debt Ceiling
• 05/2025:
  Banking on Quality
• 05/2025:
  Fed’s Last Stand
• 04/2025:
  Seeking to Add Growth to Portfolios
• 04/2025:
  The Investor’s Conundrum
• 04/2025:
  Mixed Data for the Fed
• 04/2025:
  Inflation, Jobs, and Banks
• 03/2025:
  As Go the Banks, So Goes the Economy
• 03/2025:
  Unintended Consequences
• 03/2025:
  SVB Shakes Up Markets; Wakes Up Officials
• 03/2025:
  Market Awaits Jobs, Powell
• 02/2025:
  Active Bond Management in Less Liquid Markets
• 02/2025:
  The Signals and the Noise
• 02/2025:
  The Great Divergence: Opportunity Amid Uncertainty
• 02/2025:
  Market Digests Fed, Jobs, and Earnings
• 01/2025:
  Stocks Up, Earnings Down as Fed Meets
• 01/2025:
  The Fed Isn’t Satisfied and the Market Isn’t Listening
• 01/2025:
  Inflation Decelerates and China Reopens

Webcasts

Market Outlook

• 12/2025:
  Wealth Outlook 2025
• 06/2025:
  Mid-Year Outlook 2024
• 12/2025:
  Wealth Outlook 2024
• 06/2025:
  Mid-Year Outlook, June 2023
• 06/2025:
  Watch Video: Mid-Year Outlook 2023
• 06/2025:
  Video: OPEC's gift to energy producers
• 06/2025:
  Video: AI is the next chapter of digitization
• 06/2025:
  Video: Currencies seeking returns
• 12/2025:
  Outlook 2023 — Roadmap to Recovery: Portfolios to Anticipate Opportunities
• 06/2025:
  Mid-Year Outlook 2022 —
  Investing in the Afterglow of a Boom

Media

Family and Money

• How Can Members Of A Multi-Generational Household Best Handle Expenses?
• College Financial Aid: What is it and How Do You Get More?
• Using Student Loans to Help Finance College
• 529 Plan for Education – 4 Steps to Help Maximize Savings
• Financially Preparing for a Baby: Diapers, Life Insurance and Education Savings
• Money and Marriage: Tying the Financial Knot

Insurance & Long-Term Care

• Learn About Medicare and Medigap
• Elder Care: Good Planning Can Make All the Difference
• Life Insurance: More Than Just Protection for Your Family
• Getting a Life: Insurance in Case You Aren't Around

Investing

• Understanding Crypto ETFs
• Can You Time the Market?
• The Basics of Tariffs
• How to Counter the Effects of Inflation
• Dividend Grower Equities
• The Importance of Being Invested
• Staying Diversified Through Volatile Markets
• Questions for Enhancing Portfolio Resilience
• Does Systematic Investing and Dollar Cost Averaging Make Sense for You?
• Giving Your Money a Checkup: Has Your Portfolio Lost Its "Balance"?
• Alternative Investments: An Array of Tools for Diversifying Your Portfolio
• Introduction to Equities
• Guided Investing with Citi Wealth Builder Plus
• What is Margin Investing?
• Introduction to Exchange-Traded Funds (ETFs)
• 6 Steps to Building Your Portfolio
• Mutual Fund Basics
• Investing Basics: Taking on Risk — In the Hope of Earning Higher Returns
• Investing Through Uncertain Markets
• Exploring the Potential Effects of the End of US Interest Rate Hikes

Personal Finance

• The Tax Triangle
• What About an Emergency Fund?
• 2018 Tax Cuts and Jobs Act Provisions That Are Sunsetting After 2025
• How to Help Reduce Your Taxes Using Tax-Loss Harvesting
• Your 2024 Tax Planning
• Numbers You Need to Know: 2024 and 2025

Retirement

• Approaching Retirement
• 7 Ways You Might Think About Boosting Retirement Income & Maximizing Assets
• How Can the Secure Act 2.0 Benefit You?
• The Right Time to Collect Social Security
• Comparison – Traditional vs. Roth IRAs
• You Only Saved $100K for Retirement, Now What?

Trust & Estate

• Trust Fundamentals
  At a Glance
• Key Steps to Take After a Loved One Passes Away
• Estate Planning: Beyond a Will
• Special Needs Trusts: Help for Disabled Family Members
• Change of Trustee Considerations
  At a Glance
• Charitable Giving Can Benefit Tax and Estate Planning Strategies