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Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclosure: The views expressed herein are those of Asset Consulting Group (ACG).
The 1970s Experience: A Decade of Disruption “Stagflation” represents a rare intersection of stagnant growth, high unemployment, and high inflation. Historically synonymous with the 1970s, it dismantled the Keynesian belief that inflation and unemployment shared an inverse relationship. In 2026, the Iran conflict’s energy price shock has revived 1970s comparisons.
There is a natural tendency to think of a financial plan as something that gets created once and then followed over time. In reality, the most effective plans are not static. They evolve as life changes, sometimes gradually and sometimes all at once. What matters is not simply having a
At different points in life, key moments create meaningful life transitions that often come with financial and personal decisions. Guided by our purpose of helping make people’s lives better, we continue our blog series focusing on these life transitions, offering perspective to help you navigate each one with clarity and
In volatile markets, “performance” can mean different things to different investors. Many investors focus on pre-tax returns or headline benchmarks, but the smartest investors know that what matters most is what you actually keep, and whether your portfolio is still serving its true purpose. Here is how to evaluate your investments
A Step Toward De-escalation Late yesterday afternoon, the White House announced a two-week ceasefire with Iran, brokered by Pakistan. The U.S. and Israel will pause military strikes. Iran has agreed to allow safe passage through the Strait of Hormuz, coordinated with its own military. Face-to-face talks are set to begin
The latest Employment Situation report from the Bureau of Labor Statistics offers investors a fresh read on the direction of the U.S. labor market—and by extension, the broader economy. March’s data shows a modest gain of roughly 178,000 jobs, signaling a rebound from the prior month’s decline but still pointing
The latest ISM Services PMI came in at 54, indicating the sector is still expanding, though at a slower pace than earlier in the cycle. For investors, the key takeaway is that services (roughly 80% of the U.S. economy) remain in growth territory. This backdrop tends to be supportive for
This March 2026 market update highlights key developments across equities, fixed income, and the broader economic landscape as 2026 continues to unfold. EquitiesMarkets Navigated a Meaningful Pullback, with a Constructive FinishGlobal markets faced a meaningful test in March, driven largely by the conflict involving Iran and the resulting spike in
At different points in life, key moments create meaningful life transitions that often come with financial and personal decisions. Guided by our purpose of helping make people’s lives better, we continue our blog series focusing on these life transitions, offering perspective to help you navigate each one with clarity and
U.S. productivity is usually shorthand for labor productivity: real output produced per hour worked, with the Bureau of Labor Statistics focusing on the nonfarm business sector because it captures most of the private economy. On the latest official data, nonfarm business labor productivity rose at a 1.8% annualized rate in
The latest Job Openings and Labor Turnover Survey (JOLTS) for February 2026 offers a timely lens into a labor market that is stabilizing—but gradually losing momentum in ways that matter for Gryphon clients and investors. Job openings held steady at 6.9 million, signaling that demand for labor remains intact. However,
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