Blog
For the period September 1 – September 30, 2024. Executive Summary Despite recent bouts of volatility, equity markets marched higher, ending the third quarter at all-time highs. The Fed began a recalibration of interest rates with a 50-basis point cut, as they see balanced risks to both inflation and employment.
10/7/2024
Blog
For the period August 1 – August 31, 2023 Executive Summary U.S. equity markets pulled back in August for the first time since February, ending a streak of five straight monthly gains. While we are not quite out of the woods just yet in terms of avoiding a recession, the soft-landing rhetoric continues to pick up steam.
9/7/2023
Blog
Explore the key provisions of the proposed $3 trillion HEROES Act, including expanded stimulus checks, tax credits, unemployment benefits, and business relief. Learn how this potential legislation could impact your financial planning.
6/16/2020
Blog
In response to rapidly changing circumstances caused by the COVID-19 pandemic, the U.S. government has passed significant legislation in the past two weeks, culminating with the CARES Act this week. Our Roundtable™ team of specialists has summarized the main points below and will continue to dissect all this legislation and provide continued analysis on our blog.
3/26/2020