Office Hours
How Might Midterms Affect the Markets?
October 21, 2022
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 discusses how the markets have historically behaved leading up to and after the midterm elections.

Gauging the Economy
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
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
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.

Market Update
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.