3rd Quarter Economic and Capital Market Review
October 12, 2022
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.
Monthly Moves: Charting Our Strategies, September 2022
October 10, 2022
By: Sean Clark, CFA®
In September, the S&P 500 Index declined the most since March 2020, down -9.2%. Since July, persistent signs of peak inflation and weakening consumer demand continued with declining home sales, lower used car prices, and declining U.S. shipping orders.
Benchmark Review & Monthly Recap, September 2022
October 6, 2022
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
The equity rally that marked the first half of the third quarter failed in the second half and stocks hit new 2022 lows to close out September.
Hawks Everywhere
September 22, 2022
By: Sean Clark, CFA®
The Federal Reserve delivered another outsized interest rate hike on Wednesday in an effort to weaken demand and contain inflation. Read Chief Investment Officer Sean Clark’s latest Market Update.
Fed Rate Hikes – How Will Stocks React?
September 19, 2022
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn discusses the recently signed Inflation Reduction Act, and what impact it may have on earnings, stock prices, and investment portfolios.
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.