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Market Insights - 3 min

Fed Meeting September: The Wood and the Trees

The Federal Open Market Committee (FOMC) voted to hold rates steady for the fifth consecutive meeting at its last session in July. [1] While widely expected, the vote was not unanimous, and the evidence is mounting for a move - whether upwards or downwards. In this article, we look at the dynamics behind the decision and how they are changing as data - and the Fed’s guiding philosophy - continues to evolve.

Sep 6, 2026

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Education - 4 min

Passing on More Than Wealth: Preparing the Next Generation

Wealth transfer is often approached as a financial and legal exercise. Families consider how assets should be held, protected, and eventually passed from one generation to the next.   These decisions matter. Yet they address only one side of the transition.   The next generation must also be prepared for the responsibilities that come with wealth. This can include understanding investments, participating in family decisions, managing shared assets, and carrying forward the family’s values and long-term priorities.   A well-structured transfer can determine how wealth changes hands. Preparing heirs can influence what happens after it does.

Aug 5, 2026

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Market Insights - 3 min

Fed July Decision: The Warsh Era Begins

The decision to hold rates steady at 3.5% - 3.75% at last month’s Federal Open Market Committee (FOMC) meeting was both unanimous and widely expected. It is more or less certain that the upcoming July meeting will see rates, once again, held where they are.

Jul 19, 2026