Office Hours
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
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.

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.