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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

BY: Nicole Nally, CTFA, AIF® Regional manager & Chief Fiduciary Officer, ATC-Eastern Region “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...


Wealth Management Lessons from March Madness

BY: Aaron JackChief Development Officer, Argent Financial GroupCEO, Heritage Trust 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...


Ladies, Let’s Talk About Financial Organization

Jodi Penn RivesBusiness Development Officer (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...


The Morning View: March 10, 2023

https://player.vimeo.com/video/806806276?h=a8cf09c5c6&badge=0&autopause=0&player_id=0&app_id=58479 In this morning’s data, the economy added 311,000 jobs in February, again higher than expected.  The Leisure and Hospitality industry was relatively...


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...


Market Perspectives- February 2023

Multiple Glide Paths •  Consumer price index data released in February showed inflation had risen by 6.4% over the prior 12 months, while January’s producer price index data posted an annual increase of 6%. • Job markets remain tight as unemployment levels fell again...


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