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March 26, 2024

Ash Patel Named Visionary in 2024 L.A. Times Publishing’s Banking & Finance Magazine

As Seen in L.A. Times B2B Publishing group’s 2024 Banking & Finance Magazine This week’s Sunday edition of the Los ...

March 26, 2024

FOMC meeting: Reiterating Data Dependency & Reinforcing a Higher-For-Longer Rate Reality

Weekly Economic Review: March 18, 2024 Last week’s economic highlight was the completion of the Federal Reserve’s two-day FOMC (Federal ...

March 25, 2024

New Phone System & Unintended Interruptions

We Are Working Quickly With Our Service Provider to Resolve the Phone Issues To Our Clients and Partners, We apologize for ...

March 18, 2024

Core Inflation Exceeded Expectations for The Last Two Months – Stickier Than Expected

Weekly Economic Review: March 11, 2024 Most of last week’s important financial news concerned inflation.  For the last two months, ...

March 15, 2024

Consejos Para la Temporada de Impuestos: Ten Cuidado Con Estos Fraudes Fiscales Comunes

La temporada de impuestos está sobre nosotros y hemos estado presenciando y bloqueando un número alarmante de estafas y intentos ...

March 11, 2024

What a Difference a Week Makes:  Soft February Employment Data Reignites Rate Cut Hopes

Weekly Economic Review: March 11, 2024 By far, the most impactful economic data released last week was Friday’s Bureau of ...

March 4, 2024

Both Fed Chair Powell and Berkshire Hathaway Chair Buffett Agree – Patience Pays

Weekly Economic Review: March 4, 2024 Last week, all eyes were on the Personal Consumption Expenditures (PCE) inflation index for ...

February 27, 2024

Strong Retail & Wholesale Inflation Data: Don’t Hold Your Breath on Rate Cuts Any Time Soon!

Two-Week Economic Review: Feb. 26, 2024 Once again, we had conflicting economic data during the week of February 12th – ...

February 12, 2024

Equity Market and Interest Yields Rising, as Rate Cut Expectations Fade Away

Weekly Economic Review: Feb. 12, 2024 After the January FOMC meeting, at which no rate changes were made, and the ...

February 7, 2024

Tax Season Tips: Be Aware of These Common Tax Scams

Tax season is upon us and we have been witnessing and blocking an alarming number of scams and fraud attempts ...

February 5, 2024

Blockbuster New Jobs and Unlikely March Rate Cut – Is the Last Mile the Longest?

Weekly Economic Review: Feb. 5, 2024 On Friday, Feb. 2, the Federal reserve delivered what the markets expected, keeping the ...

January 29, 2024

What’s Going On with the Equity Markets?

Weekly Economic Review: Jan. 29, 2024 The equity markets continued to climb higher for most of the last week.  The ...