Monthly Moves: Charting Our Strategies, March 2023
April 11, 2023
By: Sean Clark, CFA®
The collapse of Silicon Valley Bank likely serves as a watershed moment for both economic expectations and the Fed’s policy reaction to it moving forward.
1st Quarter Economic and Capital Market Review
April 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.
Benchmark Review & Monthly Recap, March 2023
April 6, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
A couple regional bank failures sent concern through the market and volatility surged to its highest level of 2023. However, those events appeared more isolated, and stocks rallied in the second half of the month as volatility fell. For a recap of the month, read our latest Benchmark Review
Bank Failure Update and Future Rate Hikes
March 24, 2023
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn shares an update on the bank failure situation and its implications for future rate hikes.
Market Update – Federal Reserve Delivers Additional Rate Hike
March 23, 2023
By: Sean Clark, CFA®
The Fed concluded its 2-day meeting yesterday and hiked rates by 0.25%. Read Chief Investment Officer Sean Clark’s latest Market Update.
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?