Upcoming Webcast — Live From Philly:

Analyzing Biden’s New “American Families Plan” Tax Proposal

Join us on Wednesday, November 17th as we welcome Jeffrey Levine, tax expert and Lead Financial Planning Nerd for Kitces.com. Jeff will dive deep into the details of the Biden Administration’s latest tax plan proposal, as well as the planning issues and strategies advisors need to consider as the law is finalized in the weeks to come. You’ll walk away with ideas and talking points for timely and important tax conversations with your clients.

Gauging the Economy
Gauging the Economy (October 2021)
October 13, 2021

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.

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Market Moves
Market Moves: Charting Our Strategies, September 2021
October 11, 2021

Congressional haggling, Fed asset purchase tapering, Chinese restrictions, concerns over the Delta variant, supply chain disruptions, and higher Treasury yields have conspired to be tough headwinds for the market, driving equity indices lower.

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Office Hours
Expanding Government Debt
October 11, 2021

In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey shares his views on how expanding government debt may impact the stock market.

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Benchmark Review
Benchmark Review & Monthly Recap, September 2021
October 5, 2021

Volatility Rears Its Head in September as Equities Decline HIGHLIGHTS: Volatility returned to the market in September. For the first time…

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Market Update
Perspective on Yesterday’s Selloff and Mounting Market Headwinds
September 21, 2021

As we approach the 4th quarter, there are many headwinds affecting the markets. Between the Federal Reserve’s beginning of bond purchase tapering, slower economic data, peak earnings growth, the upcoming debt limit, and China’s Evergrande crisis, the problems are starting to mount.

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Office Hours
Inflation-Not the End of the World
September 14, 2021

In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey shares a historical perspective on how stocks have performed during periods of higher inflation.

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Office Hours
How Will Markets React When the Fed Changes Course?
September 14, 2021

In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey answers the question, “How will markets react when the Fed changes course?”

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Market Moves
Market Moves: Charting Our Strategies, August 2021
September 8, 2021

The majority of stock indices advanced to new highs in August as current earnings, labor, and economic growth trends offset the threats of the COVID Delta variant.

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Benchmark Review
Benchmark Review & Monthly Recap, August 2021
September 3, 2021

Stocks Advance Further in August as Bonds Pause HIGHLIGHTS: In what has become a bit of a broken record, the S&P…

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Advisor Insights & Ideas
How to Ditch Your To-Do List and Take Back Your Time: Ideas from Productivity Expert Dan Markovitz
August 26, 2021

Productivity expert and consultant Dan Markovitz shares three proven strategies to help you get more done in less time.

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