All Insights
Search Results
The Morning View: March 26, 2026
Announced this morning, Initial Jobless Claims were 210,000 for the week ending March 21st, as expected and a slight increase of 5,000 from the previous week. Continuing Claims were 1,819,000 for the week ending March 14th, less than expected, and a decrease of...
Women’s History Month: Women Leading with Intention
By Jodi Penn Rives Business Development Officer We are in the midst of one of the largest wealth transitions in modern history. By 2030, women are expected to control $30 trillion in financial assets in the United States. During Women’s History Month, it’s a natural...
Post-FOMC Thoughts – March 18, 2026
The Decision At the conclusion of today’s FOMC meeting, the Fed Funds rate was held steady at the current range of 3.50%–3.75%. Today’s decision was once again not unanimous, but there was only one dissenting vote. Stephen Miran would have preferred a Fed Funds rate...
The Morning View: March 11, 2026
https://vimeo.com/1172563244 In this morning’s data, the Consumer Price Index (CPI) increased 0.3% in February, as expected. On an annual basis, it grew 2.4%, also as expected and the same as the annual increase in the previous month. The core rate, which excludes...
Market Update- March 2026
Summary Global equity markets were positive during the month—with international markets continuing to lead the gains. U.S. Treasury rates fell during the month, with the 10-year rate finishing the month below 4%. The Supreme Court struck down President Trump’s use of...
Retirement Times March 2026
March 2026 This month's Retirement Times discusses the following: How Are Plan Sponsors Measuring Participant Success? Employer-Supported Emergency Savings Features: Plan Sponsor Considerations IRS Issues New Guidance on Plan Distribution Safe Harbors Participant...
The Morning View: March 6, 2026
https://vimeo.com/1171072532 Announced this morning, the economy lost -92,000 jobs in February, much lower than the increase that was expected. Reviewing the individual industries, the Financial Activities industry was relatively strong, while the Health Care and...
Market Perspectives- February 2026
Oil, Inflation, and the Delicate Balance of the Expansion Financial markets entered the final weeks of February in relatively stable condition. Economic growth in the United States remains steady, the labor market continues to support consumer spending, and corporate...
The Morning View: February 20, 2026
https://vimeo.com/1166733041 In this morning’s data, the PCE Deflator increased 0.4% in December slightly higher than expected and was up 2.9% on an annual basis. The Core PCE Deflator, which excludes food and energy prices and is closely monitored by the Federal...
The Morning View: February 11, 2026
https://vimeo.com/1164008804 In this morning’s data, the economy added 130,000 jobs in January, double what was expected, and the previous month’s increase was revised slightly lower. In reviewing the individual industries, the Health Care and Social Assistance...