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.
Fed Rate Hikes – How Will Bonds React?
September 19, 2022
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn discusses the impact that continued rate hikes may have on bonds.
Monthly Moves: Charting Our Strategies, August 2022
September 8, 2022
By: Sean Clark, CFA®
The July rally ended in August with low volume and persistent selling pressure spurred by Powell’s hawkish comments at Jackson Hole and expectations for a longer stretch of monetary tightening well into 2023.
Benchmark Review & Monthly Recap, August 2022
September 6, 2022
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
After coming off a strong July, stocks could not continue that momentum through August under the pressure of rising interest rates.
Perspective on The Inflation Reduction Act
August 31, 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: Redefining Wealth Management in the Age of AI featuring Andrew Smith Lewis
The robots aren’t coming — they’re already here. But are they friend or foe? Join us on September 24th at 11:00 a.m. ET as we welcome special guest and AI expert Andrew Smith Lewis, founder and CEO of Alai Studios. In this interactive webcast, Andrew will share his insights into the evolving role of technology and AI in the wealth management industry. He’ll challenge the narrative of a technological takeover and offer a thrilling alternative: What if AI isn’t our replacement, but our rocket fuel?