Monthly Moves
Monthly Moves: Charting Our Strategies, December 2022
January 9, 2023

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December market performance capped off a tough year for the equity and bond markets. Equity markets resumed their decline in December as relative performance amongst the indices continued in rank order.

Sean Clark
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Benchmark Review
Benchmark Review & Monthly Recap, December 2022
January 5, 2023

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After gains in October and November, December saw stocks decline again. The S&P 500 and Dow rose for the quarter (the first quarterly gains of 2022), but the Nasdaq recorded its fourth straight quarterly decline to close out the year.

Peter Eisenrich
Glenn Dorsey View This Post

Holiday Message
Holiday Reflection: Our Year in Review
December 21, 2022

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During this holiday season and time of reflection, we’ve put together a short year in review to take a look back at all of things we have been able to achieve together.


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Monthly Moves
Monthly Moves: Charting Our Strategies, November 2022
December 6, 2022

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The markets added to gains following the late September/October lows as softening inflation data suggests the Fed rate hike cycle is in its late innings.

Sean Clark
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Benchmark Review
Benchmark Review & Monthly Recap, November 2022
December 6, 2022

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Following sharp declines in September, the stock market has mounted a solid comeback so far in the fourth quarter with gains in October and November.

Peter Eisenrich
Glenn Dorsey View This Post

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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.

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