Recent Posts

Markets Climb as Fed Shifts

Kevin Warsh’s Senate Banking Committee confirmation hearing for Federal Reserve Chair on April 21 placed the central bank’s upcoming leadership

April 2026 Monthly Bond Market Review

Recent economic data point to moderating growth alongside rising inflation pressures, as the U.S.-Israeli military campaign against Iran that began

Geopolitics Shape Markets, Fed Watch

Geopolitical headlines continue to materially impact market sentiment, and the latest news flow has been constructive. Israel and Lebanon agreed

March 2026 Monthly Bond Market Review

February economic data continued to reflect the measured disinflationary progression that has characterized conditions throughout the post-pandemic normalization cycle, with

WHITEPAPER: New Ethics Training Rules (SB 827)

With evolving regulations like California’s SB 827 ethics training rules, it’s important for public officials and finance professionals to understand what’s required, what’s changed, and how to stay ahead.

Our latest white paper breaks it down:
– Who needs to complete ethics training
– Key requirements and timelines
– Practical steps to ensure compliance

Whether you’re new to public finance or a seasoned professional, this guide is designed to make compliance clear, actionable, and manageable.

Download the white paper to ensure your organization is aligned with SB 827 requirements.

Written by Steve Huntley, CPFO, Senior Portfolio Strategist.