Helping you navigate the market's twists and turns.
LIVE FROM PHILLY
ADVISOR EVENT
The Advisor’s Blueprint for a Remarkable Client Onboarding Experience
LOCATION
Webinar
Libby Greiwe
Financial Advisor & Found of The Efficient Advisor Inc.
Date
March 13th, 2025
TIME
11:00 am EST
TOPIC
You only get one chance to make a great first impression, and research shows that your clients’ experience in the first 100 days determines the longevity of their professional relationship with you.
Featured
Gauging The Economy
1st Quarter 2025 Economic and Capital Market Review
April 21, 2025
Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, March 2025
April 7, 2025
March was a challenging month for U.S. stocks across the board. However, quarterly returns are more nuanced when looking at the data.
Learn More
Gauging The Economy
1st Quarter 2025 Economic and Capital Market Review
April 21, 2025
Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
Learn More
Market Updates
Investor Market Update, April 2025
April 15, 2025
Head of Client Portfolio Management, Glenn Dorsey, shares our latest economic insights and discusses the recent tariffs and how they might impact the markets.
Learn More
Monthly Moves
Monthly Moves: Charting Our Strategies, March 2025
April 8, 2025
In the final month of Q1, the market declined due to heightened tariff concerns and economic uncertainty with single digit price declines in the major U.S. benchmarks versus gains in global markets.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, March 2025
April 7, 2025
March was a challenging month for U.S. stocks across the board. However, quarterly returns are more nuanced when looking at the data.
Learn More
Office Hours
Tariffs In Action
April 4, 2025
In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey discusses the markets’ reaction to the “Liberation Day” tariffs and what might happen next.
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Market Updates
Stay The Course
April 4, 2025
Anxiety has been building over the last several weeks about what the Trump tariffs would look like. The S&P 500 peaked on February 19 and experienced a 10% correction by March 13 as this uncertainty mounted. The stock market reflected a lot of bad news leading up to “Liberation Day” on April 2, the day Trump would unveil his proposed tariffs.
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