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This material represents an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. Past performance does not guarantee future results.

Most Recent Update

Market Update - November 23, 2022

This week's market update reviews consumer savings trends, deposit betas, current funding rates, and a look at current investment opportunities.

Previous Updates

Market Update - November 10, 2022

This week's market update reviews current funding rates, discusses trends in consumer credit cards, and takes a look at current investment opportunities.

Market Update - October 27, 2022

This week's video provides an update on the housing market, overview of Fed meeting expectations, and a summary of current investment opportunities.

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