Recent Posts

Jobs Data Shifts Fed Outlook

September 4, 2026 The prior week’s Jackson Hole keynote by new Federal Reserve Chair Kevin Warsh struck a more hawkish

Fed Signals Patience

August 28, 2026 Federal Reserve Chair Kevin Warsh delivered his first Jackson Hole address this morning, placing inflation firmly at

Labor Market Softens

August 7, 2026 The July employment report was the week’s dominant story as U.S. employers unexpectedly cut jobs during the

Fed Holds Amid Mixed Signals

This week included the much-anticipated Federal Open Market Committee meeting concluding on July 29th. The Federal Reserve held its policy

Treasury Yields Rise on Data

July 24th, 2026 A renewed climb in oil prices and firm economic data pushed U.S. Treasury yields to fresh highs

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.