Our Resources

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • Investing

    October 11, 2023

    Quarterly Outlook: Too Early to Declare Victory Against Inflation

    Is the Fed finished hiking rates for the year? Our quarterly outlook explores why the economy may not be cooling enough to slow inflation.

    Read the article

  • Cashflow & Budgeting

    September 19, 2023

    The Current Housing Market and Its Impact on Economic Growth

    Chief Investment Officer Kevin Grogan shares how the lack of inventory combined with high interest rates is impacting home sales and overall economic growth.

    Watch the video

  • Investing

    January 17, 2023

    Economic Views: Inflation May Have Peaked as New Year Begins

    As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession.

    Read the article

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