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Wealth Management Firm


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
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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...
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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...
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Jul 18, 20241 min read


Somerset's June Newsletter
Topics of Interest Macro Economic Overview Rates Hold Steady Yet Still Too High For Consumers Stocks Perform In May Consumers Still...
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Jul 18, 20241 min read


Somerset's May Newsletter
Topics of Interest Macro Economic Overview Geopolitical Tensions Challenge Stocks In April Yields Remain Stubborn As Fed Waits It's The...
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Jul 18, 20241 min read


Somerset's April Newsletter
Topics of Interest: Macro Economic Overview Equities Continue Their Advance Rates Remain Stubborn Strong U.S. Dollar Prompts Americans To...
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Apr 9, 20241 min read
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