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Recommended reading
Market Insights - 3 min
In Search of Data: Fed Decision January 2026
In its latest decision on December 9-10, the Federal Reserve (the “Fed”) opted to cut rates by 25 basis points for the third consecutive meeting, bringing the target rate down to 3.50%–3.75%.[1]
Jan 20, 2026
Education - 3 min
Beyond Public Markets: Building Resilient Portfolios in 2026
Public markets have rarely been quiet, yet the level of uncertainty investors are navigating today feels different. Interest rates remain elevated compared to the post-2008 era, geopolitical risks continue to surface, and market sentiment shifts quickly. Volatility is no longer an exception. It has become part of the baseline.For decades, the 60/40 portfolio offered a simple answer to this uncertainty. Equities delivered growth, bonds provided balance, and diversification did the rest. That framework worked well in an environment of falling rates and expanding liquidity. As we move toward 2026, its limitations are increasingly visible.
Jan 13, 2026
Education - 4 min
Building a Reliable Retirement Income Plan
Retirement planning is no longer simply about saving for the future; it’s about creating confidence in the face of uncertainty. For many, the shift from accumulating wealth to preserving it marks a significant transition, requiring careful consideration and strategic foresight. The goal of retirement is not just to stop working, but to ensure a steady flow of income that can support your desired lifestyle and financial goals for years to come.
Dec 3, 2025