Market Update

Labor Market Cooling: What Investors Need to Know

As an investment advisory firm, we are always keeping a close eye on economic indicators that can impact your portfolio. The latest labor market data, hot off the press from August 2025, paints a sobering picture that demands our attention. Federal Reserve Chair Jerome Powell’s recent focus on the l

Market Update: Powell’s Jackson Hole Speech Signals Rate Cuts and Economic Vigilance

We are writing to provide you with a comprehensive update following Federal Reserve Chair Jerome Powell’s recent address at the Jackson Hole symposium. This annual event is a critical moment for gauging the Fed’s perspective on the economy, and this year’s speech was particularly significant given r

July 2025 Market Commentary

Overview July 2025 saw a dynamic U.S. market landscape shaped by mixed economic signals, corporate earnings, and Federal Reserve commentary. Investors navigated a complex environment with robust consumer spending, moderating inflation, and uncertainty around tariffs and monetary policy. The S&P 500

Labor Market Update: August 2025

Overview The July 2025 jobs report from the U.S. Bureau of Labor Statistics (BLS), released on August 1, has significantly altered the labor market outlook. Following June’s optimistic signals of stabilization, July’s data delivered a stark reversal, highlighting persistent cooling and heightened do

Our thoughts on the Israel/Iran conflict and the key associated risks.

Our Perspective Geopolitical events, like the current tensions between Israel and Iran, often trigger short-term market volatility. Historically, these reactions are brief, and markets typically return to their prior trends. We expect this situation to follow a similar path. What’s Happening Hostili

U.S. Labor Market Analysis: Cooling Trends and Policy Implications

Introduction The U.S. labor market has shown resilience amid economic challenges, but recent data indicates a steady cooling trend. This report provides a detailed, client-friendly overview of current labor market dynamics, broader economic indicators, and their implications for investors and policy

Market Report: May

We want to provide you with a clear and concise update on the recent U.S.-China tariff de-escalation and its implications for the economy and your investments. Here’s what you need to know and our perspective on how to position your portfolio moving forward. Key Developments Tariff Relief: The U.S.

Labor Market Update: May 2025

Key Data Points April's labor market data showed resilience amid cooling trends: Non-farm Payrolls: +177k (vs. 138k expected, 120k whisper). Private Payrolls: +167k (vs. 125k expected). Revisions: Prior two months cut by 58k. Hours Worked: Flat at 34.3 (upwardly revised). Average Hourly Earnings: +0

Market Volatility

A dramatic shift in US tariff policy announced on April 2, coupled with ongoing global reactions, has left investors uneasy. The discomfort investors may feel amid current volatility stems from markets adjusting prices to ensure expected returns remain positive. Although sharp declines in stock pric

The Big Picture: What Lies Ahead?

For those of you transitioning to Rigden Capital Strategies, we want to assure you that while we’re working to relink your accounts, we’re keeping a close eye on the markets. We expect to have Client Agreements ready to link to your accounts within the next few days. For our planning clients, we’ll