08/04/2026
Conflicting Fed signals and rising Treasury yields are testing market confidence—while retirees face their own balancing act among Social Security, Medicare, taxes, and retirement withdrawals. This week’s commentary explores how these interconnected forces can affect financial decisions. Read more in the from :
Weekly Market Commentary 8/3/26 - Novem Group
Explore how shifting Fed signals, rising Treasury yields, Medicare costs, taxes, and Social Security can shape retirement income planning.
07/27/2026
Markets can be a rough road. This week, we look at how asset allocation and diversification may help smooth the ride—and why the much-discussed baby boomer wealth transfer may be smaller and more uneven than many expect. Read more in the from
Weekly Market Commentary 7/27/26 - Novem Group
Learn how asset allocation and diversification may help smooth market volatility, plus what baby boomer wealth could mean for heirs and estate planning.
07/21/2026
America’s wealth looks very different than it did a generation ago. This week’s commentary explores the growing role of stocks and retirement accounts in household wealth, why diversification matters, and a few eye-opening numbers from the World Cup. Read more in the from :
Weekly Market Commentary 7/20/26 - Novem Group
Cooling inflation, rising oil prices, and new AI competition are reshaping investor expectations and reinforcing the value of diversification.
07/14/2026
America’s wealth looks very different than it did a generation ago. This week’s commentary explores the growing role of stocks and retirement accounts in household wealth, why diversification matters, and a few eye-opening numbers from the World Cup. Read more in the from :
Weekly Market Commentary 7/13/26 - Novem Group
Explore how American household wealth has shifted toward stocks, retirement accounts and diversified investments—and why managing risk matters more than ever.
07/07/2026
The market took plenty of swings in the first half of 2026—and kept getting back on its feet. This week, we look at the forces shaping the second half, including AI uncertainty, changing investor sentiment, and a growing rotation into other market sectors. Read more in the from -
Weekly Market Commentary 7/6/26 - Novem Group
Markets showed resilience through the first half of 2026 despite persistent headwinds. See what investors are watching now, from AI uncertainty to a shift into other market sectors.
07/01/2026
Inflation remains sticky, and AI is adding both opportunity and cost pressure. This week’s commentary looks at what these forces may mean for markets, consumers, and productivity. Read more in the from :
Weekly Market Commentary 6/29/26 - Novem Group
This week’s commentary explores why inflation may remain difficult to lower, with pressure from energy costs, tariffs, AI-related chip demand, and uncertainty around productivity gains.
06/24/2026
Could easing tensions overseas help lower prices at home? This week’s commentary looks at the hoped-for “peace dividend,” the role of oil and shipping costs, and why inflation remains front and center for the Federal Reserve. Read more in the from :
Weekly Market Commentary 6/25/26 - Novem Group
Markets welcomed signs of easing U.S.-Iran tensions, but oil prices, shipping costs, and inflation remain key questions as the Fed keeps its focus on price stability.
06/09/2026
Strong employment numbers are good news for workers, but they may also keep the Federal Reserve focused on inflation—and interest rates higher for longer. This week’s commentary looks at how jobs, inflation, market volatility, and Social Security’s long-term outlook are shaping the financial conversation. Read more in the from :
Weekly Market Commentary 6/8/26 - Novem Group
Strong job gains, persistent inflation, and interest-rate uncertainty shaped markets this week, while policymakers continue exploring possible Social Security solutions.
06/04/2026
Markets had a strong May, but record highs don’t tell the whole story. This week’s commentary looks at market breadth, retirement withdrawal rates, and why income planning is about more than a single percentage. Read more in the from
Weekly Market Commentary 6/1/26 - Novem Group
Markets reached record highs in May, but narrow market breadth highlights the need for thoughtful retirement income planning and flexible withdrawal strategies.
05/27/2026
Rising prices are still shaping America’s money mood. This week’s commentary looks at how higher energy costs, gas prices, and everyday expenses are affecting consumer sentiment — while markets continue to show signs of resilience. Read more in the from
Weekly Market Commentary 5/25/26 - Novem Group
THE MARKETS Feeling the pinch of rising prices. The cost of living is increasing in many places around the world. “The war has sent oil prices soaring and led to shortages of products like jet fuel. Coal prices have also risen as some power companies switch to coal from natural gas to generate ele...