Fractured Front The Federal Reserve’s July meeting concluded with a decision that was both widely expected yet still surprising. As anticipated, the Fed held its benchmark federal funds rate steady in a target range of 4.25%−4.50% for the fifth consecutive meeting. The real story, however, was in the vote count. For the first time since…Read more
The Threat From Within 2025 has been filled with twists and turns. From trade policy uncertainty to major tax reforms to the ongoing dominance of artificial intelligence, there has been a lot to digest. But complex and sometimes confusing backdrops create a fertile ground for investment mistakes. When investing over the long-term, the most significant…Read more
It’s a TACO Summer Trade policy is back in the news again. In a move that echoes the Liberation Day announcement, the Trump administration has begun sending out formal letters to countries outlining the “reciprocal” tariff rate they can expect to pay starting August 1. Unlike the first go around, however, the latest trade news…Read more
