Labor Market Update
September 19, 2023
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn Dorsey provides an update on the labor market and how it may impact the U.S. economy.
Monthly Moves: Charting Our Strategies, August 2023
September 11, 2023
By: Sean Clark, CFA®
Equity markets reversed course in August, posting small declines, as a U.S. debt downgrade by Fitch Investors brought to light how fiscal spending during and after the Pandemic has increased U.S. government interest expense as a percentage GDP to uncomfortable levels.
Benchmark Review & Monthly Recap, August 2023
September 6, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
After two months of market breadth improvement and a solid summer rally, equities slid lower for the month. For a recap of the month, read our latest Benchmark Review.
Monthly Moves: Charting Our Strategies, July 2023
August 7, 2023
By: Sean Clark, CFA®
The Federal Reserve restarted the hiking cycle after pausing in June, hiking 0.25% at the July FOMC meeting.
Benchmark Review & Monthly Recap, July 2023
August 3, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
Equities remained the name of the game in July as stocks rallied across the board. For a recap of the month, read our latest Benchmark Review.
Live From Philly: Redefining Wealth Management in the Age of AI featuring Andrew Smith Lewis
The robots aren’t coming — they’re already here. But are they friend or foe? Join us on September 24th at 11:00 a.m. ET as we welcome special guest and AI expert Andrew Smith Lewis, founder and CEO of Alai Studios. In this interactive webcast, Andrew will share his insights into the evolving role of technology and AI in the wealth management industry. He’ll challenge the narrative of a technological takeover and offer a thrilling alternative: What if AI isn’t our replacement, but our rocket fuel?