Helping you navigate the market's twists and turns.

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Market Updates
Market Updates

Investor Market Update, May 2025

June 2, 2025
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, 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.
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Benchmark Review & Monthly Recap
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.
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Gauging The Economy
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.
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Market Updates
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.
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Monthly Moves
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.
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