Headline News: Equity futures point to a mostly higher open after yesterday’s mega-cap-led action saw the Nasdaq Composite and S&P 500 secure new all-time intraday and closing highs, with the S&P 500 closing above the 6,600 mark for the first time. The September FOMC meeting kicks off this morning, bringing several notable developments to recent headlines. A federal appeals court has determined that Fed Governor Lisa Cook cannot be fired before the meeting, upholding a lower court ruling that prevented her firing as the lawsuit plays out, according to CNBC. Ms. Cook will therefore be voting in this week’s meeting, as will Stephen Miran, whose nomination as a Fed Governor was confirmed by the Senate yesterday evening. The Wall Street Journal reports that Mr. Miran will retain his current role as Chairman of the Council of Economic Advisers, taking unpaid leave while fulfilling his duties as a Fed Governor. Treasury Secretary Scott Bessent noted in a CNBC interview this morning that the current plan is for Mr. Miran to return to his White House role when his term as Fed Governor expires in January, at which time another person will be appointed. (Michael Gibbs, Managing Director, Lead Portfolio Manager ) Markets:… Read More
Friday Night Lights with the Boys and Girls Club of Hall County
Windsor Wealth Planners & Strategists were honored to host the Boys & Girls Club of Hall County at a Gainesville High football game.
Morning Brief
Headline News: Equity futures are pointing to a slightly lower open this morning, following yesterday’s rally in which the S&P 500, Nasdaq Composite, and DJIA all set record intraday and closing highs. The move came as a spike in initial jobless claims solidified the market’s expectations for 25-basis-point rate cuts at the October and December FOMC meetings, in addition to a rate cut in September, which had already been widely anticipated. Macro catalysts this morning are relatively quiet, with the release of the preliminary September University of Michigan Consumer Sentiment Index at 10:00 a.m. ET the only notable economic data point. On the trade front, Bloomberg reports that U.S. Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng will hold trade talks in Madrid ahead of a potential summit between President Trump and Chinese President Xi Jinping later this year. (Michael Gibbs, Managing Director, Lead Portfolio Manager ) Markets: The S&P 500 closed the week at 6,584.29, trading within a tight range. The index remains above its upper Bollinger Band, suggesting continued overbought conditions. Key support is seen at 6,532.65, a level we anticipate will hold if tested in today’s session. Looking ahead, investor attention is turning to Wednesday’s Federal… Read More
Morning Brief
Headline News: Equity futures point to a modestly higher opening this morning after a Friday session that saw the major averages finish lower but still capture gains for the week. Much of last week’s action was driven by monetary policy expectations, with the market now fully pricing in a 25-basis-point rate cut at the September FOMC meeting, following continued softness in the labor market. Price stability will be at the forefront of focus this week, with the market receiving the August PPI report on Wednesday and the August CPI report, the Fed’s preferred inflation gauge, on Thursday. Though a September rate cut is all but locked in, hotter-than-anticipated inflation readings could dampen expectations of further cuts in October and December. Fed Governor Christopher Waller (FOMC voting member) noted last Wednesday that he expects to see a near-term uptick in inflation but expects it to fall back to the 2.0% target within six to seven months. St. Louis Fed President Alberto Musalem (FOMC voting member) cautioned, however, that tariff-driven inflation could be more persistent than current forecasts suggest. The market will be without any color from the Fed to assess this week’s inflation data, as policymakers are in a blackout period… Read More
Morning Brief
Headline News: Equity futures point to a modestly higher opening this morning after yesterday’s mixed finish. In what promises to be another high-profile case, President Trump has sought an appeal in the U.S. Supreme Court to a ruling that found the majority of his global tariffs illegal. The president has asked for an expedited schedule, asking the court to pick up the case by September 10 to begin arguments in early November. Headlines are fairly quiet elsewhere, though the market will receive some important economic data today, including the ADP Employment Change at 8:15 a.m. ET, the weekly jobless claims report at 8:30 a.m. ET, and the July ISM Services PMI at 10:00 a.m. ET. Additionally, the market is digesting a small but diverse slate of earnings reports with mixed reactions. (Michael Gibbs, Managing Director, Lead Portfolio Manager_) Markets: The S&P 500 closed at 6,448.26 and above the resistance line at 6,427.02. However, the index did not close above the 20-day moving average at 6,429.23. So, the sellers could be around that level during today’s trading. We anticipate that trading today will be muted due to the release of the August Nonfarm Payrolls report on Friday morning. We… Read More
The Impact of Market Trends on Midlife Investment Decisions
Understand the impact of market trends on your investment choices during midlife, ensuring a robust financial plan for the years ahead.
Celebrating Excellence: Gainesville High Valedictorian and Future Duke Blue Devil, Mercy Rico
At Windsor Wealth, we believe in honoring hard work, perseverance, and the pursuit of excellence, values we see reflected not only in financial planning, but also in the achievements of the next generation of leaders. Recently, John Lilly sat down with Gainesville High School Class of 2026 Valedictorian, Mercy Rico, to talk about her journey, her future, and her ties to the Gainesville community.
Morning Brief
Headline News: The stock market is on track for a modestly lower opening after an impressive Friday rally that largely neutralized losses from earlier in the week. Fed Chair Powell’s dovish tone at the Jackson Hole Symposium prompted a rate increase cut expectations on Friday that saw stocks advance, with small-cap stocks performing exceptionally well. Mega-cap tech names had several bumpy sessions last week that weighed down the major averages until Friday’s rally. Mega-cap performance will be closely watched this week as the world’s largest semiconductor company reports its earnings on Wednesday after the close. The market will also receive earnings reports from several larger retailers throughout the week. Today’s economic data is limited to the 10:00 ET release of New Home Sales data. Friday brings about the Personal Income and Outlays report, which includes the PCE Price Index, one of the Fed’s preferred inflation gauges. Headlines are relatively quiet elsewhere, though NBC News reports that Vice President JD Vance said in an interview that he is optimistic the U.S. can broker an end to the war between Russia and Ukraine. (Michael Gibbs, Managing Director, Lead Portfolio Manager ) Markets: The S&P 500 rallied sharply, closing at 6,466.91 and breaking above… Read More
Retirement Savings: Maximizing Contributions and Understanding Your Options
Enhance your retirement savings strategy by maximizing contributions and learning about the best options available for your future.
Morning Brief
Headline News: Equity futures are mixed this morning following a muted session yesterday that indicated the market is largely focused on rate cut expectations, with Fed Chair Powell’s Friday speech an eagerly anticipated catalyst of market direction. The probability of a 25-basis point rate cut at the September FOMC meeting currently stands at 83.1%, according to the CME FedWatch tool, down from last week but still highly likely. On the geopolitical front, President Trump stated via Truth Social that he will set up a meeting between Russian President Vladimir Putin and Ukrainian President Volodymyr Zelenskyy, with a trilateral meeting that includes President Trump to follow. Additionally, Bloomberg reports that Secretary of State Marco Rubio is drafting security agreements for Ukraine, though the market was little moved by developments around these negotiations yesterday. Separately, The Financial Times reports that Ukraine offered to purchase $100 billion in U.S. weapons as part of a deal for security guarantees. Earnings reports are relatively light this week, though a cohort of large retailers kicked off their earnings reports this morning. Retailers fared well yesterday in anticipation of earnings, with the SPDR S&P Retail ETF finishing with a gain of 0.9%. (Michael Gibbs, Managing Director, Lead Portfolio… Read More