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Office Hours
Office Hours

Guiding Clients Through Global Uncertainty

March 17, 2026
In this video series, Head of Client Portfolio Management Glenn Dorsey answers advisors’ most frequently asked questions. In this episode, Glenn discusses the short- and long-term market impacts of geopolitical events and how to talk about them with clients.
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Office Hours
Office Hours

Estate Planning for Unmarried Couples

March 13, 2026
In our final Office Hours Wealth Planning episode, Senior Wealth Planners Patrick Schultz and Shelby Anderson discuss the unique challenges unmarried couples face, why legal rights are limited without formal documentation, and the planning strategies needed to protect partners and avoid unintended outcomes.
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Market Updates
Market Updates

Investor Market Update, March 2026

March 12, 2026
Head of Client Portfolio Management, Glenn Dorsey, shares our latest economic insights and discusses how recent developments might impact the markets.
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Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, February 2026

March 9, 2026
February was marked by sharp rotation in the markets. Traditional software—particularly SaaS and enterprise names—underperformed as investors questioned whether AI could automate or erode their core value propositions, which raised long-term viability concerns.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap

Benchmark Review & Monthly Recap, February 2026

March 4, 2026
Stocks were choppier in January, but most areas of the market showed gains. The one laggard was large-cap growth, which was strong in recent years and for most of 2025, but trailed other stock indices. See Table 1 for January, Q4, and 2025 returns.
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Market Updates
Market Updates

Market Update: Staying Focused During Geopolitical Uncertainty

March 3, 2026
Head of Client Portfolio Management Glenn Dorsey discusses the ongoing conflict in the Middle East, how markets are responding, and what advisors and investors should consider in the current environment.
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