by admin | Jun 23, 2025 | Agendas and Minutes
May 14, 2025 – 10:30amAgendaLocation: Zoom June 25-26, 2025AgendaLocation: 900 Newport Center Dr, Newport Beach, CA October 22-23, 2025AgendaLocation: 1 Old Ranch Road, Carmel, CA December 5, 2025AgendaLocation: Zoom
by admin | May 8, 2025 | QA: Post Federal Reserve Meeting
Wait-and-See, and See Some More Laura: So what did the Fed do at this meeting? Will: They did what they’ve mastered over the past few months nothing. Rates were held steady for the third straight meeting at 4.25-4.50%, and the decision was unanimous. If this...
by admin | Mar 25, 2025 | QA: Post Federal Reserve Meeting
Laura: No change in rates, what did we learn today? Will: This FOMC meeting seemed to repeat a lot of what we heard at the January meeting. Mainly, that there is a lot of uncertainty due to the number of variables in play regarding how this administration’s plans are...
by admin | Dec 19, 2024 | QA: Post Federal Reserve Meeting
Laura: Maybe it’s the holiday season, or maybe we’re just worn out from all the speculation about the next four years, but the lead-up to this FOMC meeting felt low-key. Will: Totally agree—and maybe my Nyquil haze is helping keep it that way. Nothing like battling...
by admin | Dec 16, 2024 | Webinar
Join CalTRUST CEO Laura Labanieh and State Street Global Advisors VP Portfolio Strategist Will Goldthwait for an insightful discussion on investment options beyond traditional bank deposits. In this webinar, you’ll learn how to: Define and understand money market...