Three Key Holistic Planning Trends Reshaping the Industry

Published on March 20, 2025

Advisors who rely solely on investment selection risk falling behind in an increasingly complex landscape.

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Philly Fed Manufacturing Index: Activity Continued to Expand in March

March 20, 2025
The latest Philadelphia Fed manufacturing index showed continued expansion though activity declined. In March, the index fell to 12.5 from 18.1 in February, the second consecutive monthly drop. The latest reading was higher than the forecast of 8.8.

The Federal Reserve Is Driving Blind

March 20, 2025
On the predictable side, the Fed kept policy rates in a range of 4.25%-4.5%, and the rate-setting committee pledged to slow the pace at which it’s allowing securities to roll off its balance sheet.