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Wealth Management Firm


Somerset's February Newsletter
Topics of Interest: Macro Economic Overview Stocks Start Year Off With Slight Gain Rates Hold Steady Consumers Drive Economic Growth, Not...
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Feb 14, 20241 min read


Somerset's January Newsletter
January Topics Of Interest Macro Economic Overview The Fed Hikes Rates Four Times In 2023 Stocks Finish 2023 On A Positive Note More U.S....
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Jan 19, 20241 min read


Somerset's December Newsletter
Topics of Interest: Macro Economic Overview Equity Indicies Appreciate In November As Rates Fall Bond Yields Fall As Bond Prices Rise In...
somersetgroup
Dec 13, 20231 min read


Somerset's November Newsletter
Topics of Interest: Macro Economic Overview Yields Hit Highs Then Reverse In October Global Stocks Hesitate As Uncertainties Mount Bank...
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Nov 8, 20231 min read


Somerset's October Newsletter
Topics of Interest: Macro Economic Outlook Equities React To Congressional Uncertainty Yields On The Rise Consumption Decreases As...
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Oct 9, 20231 min read


Somerset's September Newsletter
Topics of Interest: Macro Economic Overview Consumer Rates Remain Elevated Pullback In August Affects Equity Indices Producer Prices...
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Oct 9, 20231 min read


Somerset's August Newsletter
August Topics of Interest Macro Economic Overview Equities Advance Yet Remain Cautious Credit Rating Concerns Push Yields Higher...
somersetgroup
Aug 9, 20231 min read


Somerset's July Newsletter
Topics of interest: Macro Overview Fed Continues Rate Hikes Equity Volatility Increases Wages Lag Behind Inflation In Nearly All U.S....
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Jul 18, 20231 min read


Somerset's June Email
Topic of Interest Macro Economic Overview Equities Endure Volatility Debt Ceiling Issues Push Yields Higher Paper Check Fraud On The Rise...
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Jun 9, 20231 min read


Somerset's May Newsletter
Topics of interest: Macro Economic Overview Bond Yields Begin To Pull Back Stocks Hold On To Gains More Banks Are Borrowing From The Fed...
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May 5, 20231 min read


Somerset's April Newsletter
April Topics of interest: Macro Economic Overview Demand For Treasuries Drives Rates Lower Bank Concerns Send Stock Volatility Higher...
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Apr 17, 20231 min read


Somerset's March Newsletter
March Topics of Interest: Macro Economic Overview U.S. Equities Remain Cautious In February Rates Rise In February Eggs Continue To Get...
somersetgroup
Mar 8, 20231 min read


Somerset's February Newsletter
Topics of Interest: Macroeconomic Overview Demand For Bonds Rose In January Major Equity Indices Post Gains So Far This Year Shipping...
somersetgroup
Feb 9, 20231 min read


Somerset's January Newsletter
Topics of interest: Macro Economic Overview Volatility Challenges Equities in 2022 Short Term Rates Remain Higher Than Long Term Rates...
somersetgroup
Jan 9, 20231 min read


Somerset's December Newsletter
December Topics: Macro Economic Overview Equities Propelled By Lower Rate Expectations Some Reprieve As Rates Fall Modestly OPEC Decides...
somersetgroup
Dec 8, 20221 min read


Somerset's November Newsletter
Highlights: Macro Economic Overview Stocks Gain In October Rates Hold Steady Self-Employed Workforce Falling From Largest In 13 Years...
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Nov 8, 20221 min read


Somerset's October Newsletter
October Newsletter Topics Macro Overview The Fed's Continuous Increase of the Fed Funds Rate Stocks Endure Difficult Third Quarter...
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Oct 10, 20221 min read


Somerset's September Newsletter
September Newsletter Topics Macro Economic Overview Fed Makes It Tough For Equities In August - Domestic Equity Overview Rates Tentative...
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Sep 8, 20221 min read


Somerset's August Newsletter
August Newsletter Topics Macro Economic Overview Equity Indices Move Higher In July - Domestic Equity Overview Bond Yields Fluctuate As...
somersetgroup
Sep 8, 20221 min read


Somerset's July Newsletter
July Newsletter Topics Macro Economic Overview Equity Indices Have a Rough First Half - Domestic Equity Overview Yields Hold Steady Until...
somersetgroup
Aug 3, 20221 min read
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