Office Hours
Bank Failure Update and Future Rate Hikes
March 24, 2023

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In this episode of Office Hours, Glenn shares an update on the bank failure situation and its implications for future rate hikes.

Glenn Dorsey
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Market Update
Market Update – Federal Reserve Delivers Additional Rate Hike
March 23, 2023

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The Fed concluded its 2-day meeting yesterday and hiked rates by 0.25%. Read Chief Investment Officer Sean Clark’s latest Market Update.

Sean Clark
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Office Hours
Understanding Recent Bank Failures
March 14, 2023

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In this episode of Office Hours, Glenn explains the recent bank failures and how they compare to the 2008 Global Financial Crisis.

Glenn Dorsey
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Market Update
Market Update – Fed Steps in to Calm Fears After Bank Failures
March 13, 2023

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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.

Sean Clark
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Market Update
Stocks and Bonds Off to a Good Start
March 8, 2023

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In this new video, Head of Client Portfolio Management Glenn Dorsey provides a market update recapping the first two months of the year.

Glenn Dorsey
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Live From Philly: Untangling the IRS’s New Regulations on RMDs

The 10-year rule has transformed how financial advisors plan for the transfer of assets. With recent IRS guidance in Notice 2024-35 signaling potential final regulations, it’s crucial for advisors to understand its implications. Join us on Tuesday, November 19th as we welcome back special guest and tax expert Jeffrey Levine as he revisits the 10-year rule’s history and shares practical strategies you can implement to minimize its impact on clients.

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