Understanding Recent Bank Failures
March 14, 2023
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn explains the recent bank failures and how they compare to the 2008 Global Financial Crisis.
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.
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?