Nowhere to Hide
May 10, 2022
By: Sean Clark, CFA®
As bad as it has been in the equity markets, bonds have also seen historic declines. Read Chief Investment Officer Sean Clark’s latest Market Update.
Monthly Moves: Charting Our Strategies, April 2022
May 9, 2022
By: Sean Clark, CFA®
Ongoing headwinds including persistent inflation, tightening monetary policy, lockdowns in China, and war in Ukraine resulted in sharp losses across asset classes in April.
Benchmark Review & Monthly Recap, April 2022
May 2, 2022
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
Many of the same trends from the first quarter continued during April. For a recap of the month, read our latest Benchmark Review.
1st Quarter Economic and Capital Market Review
April 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.
Market Moves: Charting Our Strategies, March 2022
April 11, 2022
By: Sean Clark, CFA®
Major U.S. equity indices rallied in March, with large-cap stocks outperforming small-caps and the U.S. outperforming broad international indices.
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?