Holiday Message
Holiday Reflection: Our Year in Review
December 21, 2022

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During this holiday season and time of reflection, we’ve put together a short year in review to take a look back at all of things we have been able to achieve together.


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Monthly Moves
Monthly Moves: Charting Our Strategies, November 2022
December 6, 2022

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The markets added to gains following the late September/October lows as softening inflation data suggests the Fed rate hike cycle is in its late innings.

Sean Clark
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Benchmark Review
Benchmark Review & Monthly Recap, November 2022
December 6, 2022

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Following sharp declines in September, the stock market has mounted a solid comeback so far in the fourth quarter with gains in October and November.

Peter Eisenrich
Glenn Dorsey View This Post

Monthly Moves
Monthly Moves: Charting Our Strategies, October 2022
November 7, 2022

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Despite growing risks of a 2023 recession from leading economic indicators, coincident indicators, and an inverted yield curve, small-cap and value U.S. equities indices posted +10% returns in October.

Sean Clark
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Benchmark Review
Benchmark Review & Monthly Recap, October 2022
November 3, 2022

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After sharp declines in September, stocks rebounded strongly in October to put in solid gains for the month. The Dow had its best month since 1976.

Peter Eisenrich
Glenn Dorsey View This Post

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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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