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Post-FOMC Thoughts – September 16, 2026
Fed Signals the Start of a Modest Tightening Cycle The 2026 PIVOT is Here: The Fed Announces Tighter Monetary Policy As of this morning, Fed Funds futures markets indicated a 93% chance that today’s meeting would result in a 25bp rate hike. The same gauge also...
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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...
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...