Helping you navigate the market's twists and turns.
Live From Philly
ADVISOR EVENT
Estate Planning Essentials
LOCATION
Webcast
Patrick Schultz, J.D., CEPA®
Senior Wealth Planner
Date
July 23rd, 2025
TIME
11:00 am EST
TOPIC
Clients count on you to guide them through life’s biggest transitions, and estate planning is one of the most critical — and overlooked — parts of that journey.
Featured
Monthly Moves
Monthly Moves: Charting Our Strategies, May 2025
June 9, 2025
Optimism surrounding easing tariff tensions prompted a strong market rally. The S&P 500 Index rose 6%, posting its best May since 1990.
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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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Monthly Moves
Monthly Moves: Charting Our Strategies, May 2025
June 9, 2025
Optimism surrounding easing tariff tensions prompted a strong market rally. The S&P 500 Index rose 6%, posting its best May since 1990.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, May 2025
June 4, 2025
Stocks rallied in May with large-cap growth stocks reminding investors of their strength over recent years. The NASDAQ Composite led all major indices for the month with a gain just shy of 10%.
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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: 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, 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
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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