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The U.S. housing boom of the 1950s is often viewed as a benchmark for affordability and access. Homeownership rose from roughly 44% in 1940 to over 62% by 1960, supported by policy, demographics, and a surge in construction. Programs like the GI Bill and FHA lending expanded access, while builders
At different points in life, key moments create meaningful life transitions that often come with complex financial and personal decisions. Guided by our purpose of helping make people’s lives better, we are launching a blog series focused on these life transitions, offering perspective to help you navigate each one with
As tax season comes to a close, it often leaves behind a heightened awareness around protecting sensitive information. While that focus is important, many of today’s most common risks extend well beyond this time of year. Digital threats have become more frequent, more sophisticated, and often harder to recognize in
Securities-based lending (SBL) has its roots in private banking and margin lending practices that date back decades, but it began to take shape as a distinct wealth management strategy in the late 20th century. Initially, borrowing against a portfolio was largely confined to institutional investors and hedge funds using margin
Yesterday (Mon 3/23), the White House said it would hold off on striking Iranian power plants for five days, pointing to “productive conversations” about ending the war. Stocks jumped and oil prices fell on the news. Iran says no formal talks are happening, but the delay replaced a deadline that
Oil prices have a way of capturing attention particularly when they move sharply or are tied to geopolitical events. When that happens, it is natural to ask whether something more significant is unfolding beneath the surface. The more important question, however, is not what oil is doing today but whether
The Federal Open Market Committee (FOMC) concluded its March 18, 2026 meeting by holding the federal funds rate steady at a range of 3.50% to 3.75%, a decision that was widely anticipated by financial markets. The vote was nearly unanimous, with only one dissenting member advocating for a modest rate
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 Disclaimer The views expressed herein are those of Asset Consulting Group (ACG).
The latest Personal Consumption Expenditures (PCE) report for January 2026 reinforces a theme that has defined much of the past year: steady but uneven economic momentum, with services-driven inflation remaining the dominant force. Headline PCE rose 0.3% month-over-month and 2.8% year-over-year, while core PCE came in at 0.4% monthly and
Inflation has played a defining role in shaping the U.S. economic landscape throughout history. From the early days of the republic to the modern global economy, changes in the price level have influenced policy decisions, financial markets, and household finances. While often discussed in the context of monthly data releases,
Many business owners understandably focus on revenue and profitability when thinking about valuation. Financial performance is a critical starting point for buyers. At the same time, it is rarely the only factor considered. In practice, two businesses operating in the same industry with similar revenue and similar earnings can still
When analyzing the job market data, assessing the health of the labor market requires looking beyond the headline job numbers. Three key factors—employment growth, hours worked, and real wage growth—together provide a clearer picture of how income and labor demand are evolving. Jobs reflect the size of the workforce, hours
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