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Market Update- April 2026
First Quarter 2026 Never a dull news cycle! Investors were barraged with a staggering number of events during the quarter. There was no shortage of geopolitical headlines with the year kicking off with the capture and extradition of Venezuela’s then-president, Nicolás...
The Morning View: April 3, 2026
In this morning’s data, the economy added 178,000 jobs in March, much higher than expected. Reviewing the individual industries, the Leisure and Hospitality industry and Health Care and Social Assistance industry were relatively strong, while the Financial...
Retirement Times April 2026
April 2026 This month's Retirement Times discusses the following: Study: Confidence Higher Among Target Date Fund Investors Lawmakers Move to Ease Form 5500 Filing Burdens DOL Backs Employers in Forfeiture Litigation Participant Corner: Enhance Your Savings Strategy...
Market Perspectives-March 2026
March Madness: War, Inflation, and a Market Repricing in Real Time Key Themes This Month Escalation in Iran has reintroduced energy-driven inflation risk, with oil once again dictating the macro narrative Markets are no longer moving together, and dispersion across...
Investment Outlook – March 2026
“Stagflation” Those of us of a certain age remember when we first encountered this portmanteau term for stagnant economic growth accompanied by high inflation. Although the term was originally coined in the UK in the 1960s, during one of Britain’s periods of economic...
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...