August Market & Economic Update

August brought more data — and more reasons to stay cautious. In this month’s Market & Economic Update, Jim Kruzan, CFP®, CRPC®, reviews the numbers behind our investment outlook and why we remain data-dependent in every decision.

Here’s what we’re watching:

• Leading Economic Indicators (LEIs): Still showing softness and trending lower

• Consumer Confidence & Inflation: Signals that don’t point to an improving economy

• Jobs Data: Unemployment rates and job openings

• Credit & Mortgage Delinquencies: Rising trends to keep an eye on

• Market Valuations: What today’s levels could mean for the future

While the market may seem resilient, these indicators remind us of the late 1990s dot-com era — and that makes staying disciplined more important than ever.

📺 Watch the full August Market & Economic Recap here

If you’d like to talk about how today’s environment impacts your portfolio or plan, our team is here to help. Schedule a conversation with us.