Market Update
Be the Pilot, Not the Passenger
February 24, 2022
By: Sean Clark, CFA® and Glenn Dorsey, CFA®, CAIA®

Stocks fell sharply intraday today (2/24/22) before rebounding sharply as Russia attacked Ukraine, creating a volatile day of trading for investors.

Advisor Insights & Ideas
The Bond Blues, Revisited
February 9, 2022
By: Glenn Dorsey, CFA®, CAIA®

Bonds can be viewed as an investor’s safety net, and for good reason. Head of Client Portfolio Management Glenn Dorsey shares his perspectives on why investors should consider incorporating bonds into their portfolio.

Market Moves
Market Moves: Charting Our Strategies, January 2022
February 7, 2022
By: Sean Clark, CFA®

Coming into the year, we expected 2022 to be a more volatile year with a correction in the first half of the year, and we certainly got that right off the bat.

Benchmark Review
Benchmark Review & Monthly Recap, January 2022
February 3, 2022
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

Equities struggled in the face of the new Omicron variant and a Fed reversing course on monetary accommodation. At the same time, yields moved higher, and bonds fell in January. For a recap of the month, read our latest Benchmark Review.

Market Update
Volatility Reigns
January 25, 2022
By: Sean Clark, CFA®

Market headwinds have bubbled to the surface with geopolitical tensions rising with Russia and China, and the markets are adjusting to the new reality of a less stimulative Federal Reserve. The result has been a return of volatility and market corrections as expected.