Benchmark Review
Benchmark Review & Monthly Recap, October 2023
November 6, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

The first month of the fourth quarter started on a down note as recent equity weakness continued. Stocks dropped for the third straight month in October.

Gauging the Economy
3rd Quarter Economic and Capital Market Review
October 10, 2023
By: Glenn Dorsey, CFA®, CAIA® and Peter Eisenrich, CFA®

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.

Monthly Moves
Monthly Moves: Charting Our Strategies, September 2023
October 9, 2023
By: Sean Clark, CFA®

Equity markets continued their decline in September as both nominal and real interest rates reached multi-year highs despite August’s decline in Core Personal Consumption Expenditures (PCE) inflation to 3.9% year over year.

Market Update
Market Update — Crisis in the Middle East
October 9, 2023
By: Sean Clark, CFA®

Over the weekend, relative calm in the Middle East was violently interrupted by the Hamas (backed by Iran)-led invasion of Israel, resulting in the largest attack on Israel in 50 years. Our thoughts are with the people of Israel and the impact on the human lives at stake.

Benchmark Review
Benchmark Review & Monthly Recap, September 2023
October 5, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

Stock market weakness from August continued in September and the S&P 500 Index recorded its first negative quarter of 2023. For a recap of the month, read our latest Benchmark Review.