Forbes Finance Council: "How Advisors Create Value Beyond Investment Advice"
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Aug 11, 2026
A More Restrictive Starting Point
The Federal Reserve raised its target range by 25 basis points this week, bringing the midpoint of the federal funds target range to 3.875%. Though the headline move was modest, we believe that this signifies a broader change in the policy backdrop.
The Missing Middle
After years of large-cap leadership, Small-Mid Cap (SMID) is back in focus. The strategic case for an allocation to SMID, however, is broader than this year's performance.