Benchmark Review
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

Monthly Moves
Monthly Moves: Charting Our Strategies, January 2023
February 6, 2023
By: Sean Clark, CFA®

Declining inflation, leading economic indicators, and their associated impact on future Fed tightening helped equities firm up in January.

Benchmark Review
Benchmark Review & Monthly Recap, January 2023
February 3, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

Stocks and bonds both gained in January, a welcome beginning to the new year after a tough 2022. For a recap of the month, read our latest Benchmark Review.

Market Outlook
2023 Market Outlook Commentary
January 20, 2023
By: Sean Clark, CFA®

After a volatile year, many investors are wondering what’s in store for 2023. Read Chief Investment Officer Sean Clark’s full 2023 Market Outlook commentary.

Gauging the Economy
4th Quarter Economic and Capital Market Review
January 19, 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.