Market Update – Fed Steps in to Calm Fears After Bank Failures
March 13, 2023
By: Sean Clark, CFA®
There is an old expression that the Federal Reserve hikes rates until something breaks. The Fed has hiked rates 450 bps in a little under a year. Things are breaking now. Read Chief Investment Officer Sean Clark’s latest Market Update.
Stocks and Bonds Off to a Good Start
March 8, 2023
By: Glenn Dorsey, CFA®, CAIA®
In this new video, Head of Client Portfolio Management Glenn Dorsey provides a market update recapping the first two months of the year.
What to Know About the Debt Ceiling
March 8, 2023
By: Glenn Dorsey, CFA®, CAIA®
In this video series, Head of Client Portfolio Management Glenn Dorsey answers advisors’ most frequently asked questions. In this episode of Office Hours, Glenn shares a historical perspective on how the debt ceiling and a potential government shutdown may impact the markets.
Monthly Moves: Charting Our Strategies, February 2023
March 7, 2023
By: Sean Clark, CFA®
The market re-evaluated the slow pace of the inflationary decline and potentially higher rates into 2024. Despite the S&P 500’s -2.6% decline, early cycle stocks continued to lead the way.
Benchmark Review & Monthly Recap, February 2023
March 6, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
February saw stocks and bonds give back some of the strong gains from January after some economic data showed a rather “hot” economy. Read our Benchmark Review
Live From Philly: Mastering Efficiency — Transform Your Practice with Time-Saving Strategies
Join us on July 24th at 11:00 a.m. ET as we welcome special guest Libby Greiwe, founder of the Efficient Advisor podcast. During this live webcast, Libby will share key strategies to help you stay organized, reduce stress, and effectively scale your practice. You’ll walk away with practical action items designed to enhance your business efficiency and growth, allowing you to work smarter, not harder.