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 and founder of The Efficient Advisor, Inc.
Date
May 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
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, April 2025
May 5, 2025
Volatility was the key word in April. The tariff announcement, followed days later by a 90-day pause, sent stocks and bonds on a rollercoaster ride over the course of a few weeks. Markets calmed down to a degree after the tariff pause announcement, with stocks recording mixed results.
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
Monthly Moves
Monthly Moves: Charting Our Strategies, April 2025
May 6, 2025
April was challenging for U.S. markets, as major indices declined for the third consecutive month due to U.S. tariff uncertainty and recession concerns.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, April 2025
May 5, 2025
Volatility was the key word in April. The tariff announcement, followed days later by a 90-day pause, sent stocks and bonds on a rollercoaster ride over the course of a few weeks. Markets calmed down to a degree after the tariff pause announcement, with stocks recording mixed results.
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
The S&P 500 reached a new all-time high in February, but weakness developed from that point. In March, the S&P 500 fell to its lowest level since September. The first quarter of 2025 was the first down quarter for the S&P 500 since Q3 2023 – breaking the streak of five quarters of gains.
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