Monthly Moves
Monthly Moves: Charting Our Strategies, October 2024
November 12, 2024
By: Sean Clark, CFA®

The first rate cut of the new monetary easing cycle took place on September 18th.

Market Update
Market Update — Donald Trump Won the Election — What Does This Mean for the Markets?
November 6, 2024
By: Sean Clark, CFA® and Glenn Dorsey, CFA®, CAIA®

Another election has come and gone. We can now go on with our normal lives with a lot fewer political commercials! What does this mean for the financial markets? The answer is, probably less than we want to believe.

Benchmark Review
Benchmark Review & Monthly Recap, October 2024
November 5, 2024
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

The three major U.S. stock indices put in new all-time highs during the third quarter with September culminating in broad equity gains. For a recap of the month, read our latest Benchmark Review.

Investor Market Update, October 2024
October 31, 2024
By: Glenn Dorsey, CFA®, CAIA®
October 29, 2024 Glenn Dorsey, CFA®, CAIA® SVP, Head of Client Portfolio Management

Office Hours
What Your Clients Need to Know About the Upcoming Election
October 24, 2024
By: Glenn Dorsey, CFA®, CAIA®

In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey shares a historical perspective on how presidential elections impact the markets.