Holiday Message
Holiday Reflection: Our Year in Review
December 20, 2023

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During this holiday season and time of reflection, we’ve put together a short year in review to take a look back at all of things we have been able to achieve together.


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Office Hours
The Fed Pivot
December 19, 2023

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In this episode of Office Hours, Glenn discusses the recent Fed Pivot.

Glenn Dorsey
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Market Update
Market Update — Fed Pivot 2023
December 14, 2023

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The Fed left rates unchanged for the third consecutive FOMC meeting and signaled that rate hikes are finished, priming the market for rate cuts to come in 2024. Read Chief Investment Officer Sean Clark’s latest Market Update.

Sean Clark
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Monthly Moves
Monthly Moves: Charting Our Strategies, November 2023
December 12, 2023

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After three months of negative returns, a strong U.S. economy, lower rates, and moderating inflation contributed to the outsized rally in November.

Sean Clark
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Benchmark Review
Benchmark Review & Monthly Recap, November 2023
December 6, 2023

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The 3-month losing streak for stocks ended with a solid recovery during November. More dramatically, bonds rebounded strongly during the month as yields dropped sharply from multi-year highs hit in October.

Peter Eisenrich
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Live From Philly: Untangling the IRS’s New Regulations on RMDs

The 10-year rule has transformed how financial advisors plan for the transfer of assets. With recent IRS guidance in Notice 2024-35 signaling potential final regulations, it’s crucial for advisors to understand its implications. Join us on Tuesday, November 19th as we welcome back special guest and tax expert Jeffrey Levine as he revisits the 10-year rule’s history and shares practical strategies you can implement to minimize its impact on clients.

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