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Market Perspectives- March 2023
March Madness • The Fed increased interest rates by another 25 basis points, raising the targeted range of 4.75% to 5%, the highest level in 15 years. • Failure of Silicon Valley Bank and Signature Bank resulted in a market reevaluation of regional bank risk....
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Market Perspectives- March 2023
March Madness • The Fed increased interest rates by another 25 basis points, raising the targeted range of 4.75% to 5%, the highest level in 15 years. • Failure of Silicon Valley Bank and Signature Bank resulted in a market reevaluation of regional bank risk....
The Morning View: Post FOMC Decision on Interest Rates
At the conclusion of yesterday's FOMC meeting, another 25bp rate hike was announced, raising the Fed Funds rate’s target range to 4.75 – 5.00%. Let’s dig into the statement, the SEP, and the press conference to see what more we can glean from today’s announcement. The...
The Journey to Achieving Financial Wellness
“Financial wellness” is an innocuous-sounding phrase that, when you really unpack it, carries a lot more meaning than many people realize. What does it mean to be financially well? Financial wellness doesn’t just consist of what’s in your bank account or your...
Wealth Management Lessons from March Madness
Like many of you, this month I’ll be consumed with my favorite annual event, the NCAA basketball tournament. It’s always so exciting when March Madness returns with teams all dreaming of advancing to the Final Four and cutting down the nets as national champions....
A Strategy of Holistic Wealth Management: How Family Wealth Services Augments Wealth Planning
I’m often asked why it’s important to partner with a family wealth services professional, especially when someone is already engaging a financial broker, legal team or accountant. The following scenario shows how family wealth services provide a personalized and...
Ladies, Let’s Talk About Financial Organization
(THIS ARTICLE IS THE FIRST OF TWO FOR WOMEN | WEALTH | WELLNESS) The older I get, the more I understand the value of being organized — not just in my personal calendar or “to do” list, but also in my financial life. It seems every year I hear of others who begin...
The Morning View: March 10, 2023
In this morning’s data, the economy added 311,000 jobs in February, again higher than expected. The Leisure and Hospitality industry was relatively strong, adding 105,000 jobs, while the Manufacturing industry was relatively weak. The Unemployment Rate increased...
Market Update -March 2023
A Month At A Glance: After a strong start to the year, global equity markets gave back some of those gains in February. An appreciating US dollar negatively impacted foreign equity returns—resulting in outperformance by US markets. Resilient economic data continue to...
Retirement Times March 2023 Newsletter
March 2023 This month's Retirement Times discusses the following: The Retirement Reshuffle Is Impacting Plan Sponsors How Many Retirement Plan Committees Does Your Organization Need? What’s in a Benchmark? Participant Corner - Planning Financial Futures Download the...