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Wealth Management Firm


Somerset's February Newsletter
February Topics of Interest: Macro Economic Update Stocks Start The Year With Some Uncertainty Fed On Hold Leading Economic Indicators Alter Direction What The Labor Market Is Telling Us Why Cryptocurrency Has Fallen Global Stock Market Capitalization Tax Withholding Changes To Consider for 2026
somersetgroup
Feb 251 min read


Somerset's January Newsletter
January Topics of Interest: Macro Economic Overview Bond Prices Edge Higher in 2025 Equities Advance in 2025 Nine States Reduce Their State Income Tax Rates for 2026 How AI Is Affecting the Economy What Happened To Consumer Confidence in 2025 Dollar's Decline in 2025 Was Larges Since 2017 What Are Rare Earth Materials
somersetgroup
Feb 21 min read


Somerset's December Newsletter
December Topics of Interest: Macro Economic Overview Equity Markets Demonstrate A Rotation In November Rates Aren't Falling As Quickly As Hoped Year End Gifts How The Health Care Industry Reinforces The U.S. Economy Gold Is Off Its Highs Concerns Heading Into 2026 Housing Market Is Among The Least Affordable In U.S. History
somersetgroup
Feb 21 min read


Somerset's November Newsletter
November Topics of Interest: Macro Economic Overview Equities Rise in October Fed to Maintain Bond Holdings TV's Dramatic Deflation Social Security COLA Lags Medicare Premium Increase The Wealth Effect Risk Fed Sheds Light On Direction of Economy Year-End Tax Planning For Cryptocurrency Transactions
somersetgroup
Nov 11, 20251 min read


Somerset's October Newsletter
October Topics of Interest Macro Economic Overview Equity Indices Advance In The 3rd Quarter Demand For Treasuries Alter Bond Preferences...
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Oct 8, 20251 min read


Somerset's September Newsletter
September Topics of Interest: Macro Economic Outlook Lower Rates On Track Stocks Awaiting Fed Decision Employment Market Strain Social...
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Oct 8, 20251 min read


Somerset's August Newsletter
August Topics of Interest Macro Economic Overview Employment Data Lowers Yields Equities See Gains On Strong Earnings Autos Have Become...
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Aug 12, 20251 min read


Somerset's July Newsletter
July Topics of Interest: Macro Economic Overview Accuracy of Government Data In Question Which Countries Are Buying & Selling U.S....
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Aug 12, 20251 min read


Somerset's June Newsletter
June Topics of Interest: Macro Economic Overview Stocks Stage Comeback In May Rates Remain Stubborn In May Shipping Container Volume...
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Aug 12, 20251 min read


Somerset's May Newsletter
May Topics of Interest Macro Economic Overview Bond Yields Swing in April Volatility Heads Higher Inflation Cools More Than Expected...
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May 9, 20251 min read


Somerset's April Newsletter
Topics Of Interest: Macro Economic Overview Volatility Soars As Tariffs Are Announced Bond Yields Fall With Rush To Bonds Infrastructure...
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Apr 9, 20251 min read


Somerset's March Newsletter
March Topics of Interest Macro Economic Outlook Equities Response To Proposed Tariffs Rates Steady As Inflation & Tariffs Alter Sentiment...
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Apr 1, 20251 min read


Somerset's February Newsletter
February Topics of Interest Macro Economic Overview U.S. Bond Rates Stabilize Cautious Optimism in Equities Age Determines How Consumers...
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Apr 1, 20251 min read


Somerset's January Newsletter
Topics of interest: Macro Economic Overview Rates End Year With Uncertainty Equity Indices Enter 2025 With Hesitation Percentage of...
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Jan 15, 20251 min read


Somerset's December Newsletter
December's Topics of Interest: Macro Economic Overview Rates Becoming More Contingent On Data Optimism Elevates Equity Indices Countries...
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Dec 13, 20241 min read


Somerset's November Newsletter
November Topics of Interest: Macro Economic Overview Markets React To Post Election Results Long Term Yields Rise Leading Up To Election...
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Nov 13, 20241 min read


Somerset's October Newsletter
Topics of Interest: Macro Economic Overview Stocks Remain Resilient In September Rates Hesitate To Fall Further More Workers Think That...
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Oct 9, 20241 min read


Somerset's September Newsletter
Topics of Interest: Macro Economic Overview Stocks Experience Volatility Spike In August Rates On Track To Continue Heading Lower...
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Oct 9, 20241 min read


Somerset's August Newsletter
Topics of Interest Macro Economic Outlook Volatility Returns In July As Uncertainty Prevails Rates Head Slightly Lower As Turbulence...
somersetgroup
Oct 9, 20241 min read


Somerset's July Newsletter
Topics Of Interest Macro Economic Overview Stock Indices Not In Sync Rates Start To Stabilize Average Auto Loan Amounts Head Lower Some...
somersetgroup
Jul 18, 20241 min read
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