Strong Economy Keeps Rates Elevated
August 21, 2026 It was a relatively light week for economic data but intra-day market volatility for fixed income investors
August 2026 Monthly Bond Market Review
Renewed hostilities between the United States and Iran unsettled energy markets in July, even as domestic data painted a more
Geopolitical Risks Drive Market Focus
August 14, 2026 Tension in the Middle East was a persistent theme this week. Negotiations between the US and Iran
New Whitepaper: Understanding Repurchase Agreements
Local government investment pools (LGIPs) are one of the most common investment products utilized by state and local governments nationwide.
Webinar Replay: How to Read Your Investment Statement
Understanding your investment report is essential to making informed decisions and confidently communicating results to your governing board. This educational
Core Inflation Shows Moderation
July 17th, 2026 The week’s marquee economic data releases showed inflation cooling more than expected in June. Headline Consumer Price
July 2026 Monthly Bond Market Review
Energy prices and inflation remained the primary drivers of the macro backdrop as the U.S.-Israel-Iran conflict entered its third month,
An Investment Policy Statement (IPS) is the foundation for a local government’s investment program and provides the procedures and parameters of the program to staff, governing boards, and external partners. An important practice for any entity is to review its IPS on an annual basis to ensure it continues to align with the California Government Code (CGC) and industry best practices.