Benchmark Review & Monthly Recap, March 2022
April 5, 2022
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
As March ended, stocks had their first quarterly decline in two years to begin 2022. For a recap of the month, read our latest Benchmark Review.
Rate Hikes Start: How Will Markets React?
March 31, 2022
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn shares a historical perspective on how stocks and bonds have performed during past rate hike cycles.
How Bonds Build Value Over Time
March 31, 2022
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn explains how bonds can help investors build value over time, even when prices go up and down.
Investor Market Outlook: Webcast Replay
March 30, 2022
By: Glenn Dorsey, CFA®, CAIA® and Peter Eisenrich, CFA®
In this webcast replay, Head of Client Portfolio Management Glenn Dorsey, CFA®, CAIA® and Senior Client Portfolio Manager Pete Eisenrich, CFA® share an update on the ongoing Russia/Ukraine conflict and its impact on the markets.
Market Moves: Charting Our Strategies, February 2022
March 7, 2022
By: Sean Clark, CFA®
The global equity markets came under increased selling pressure from the combination of a Federal Reserve that is turning hawkish, rising inflation prints, and the Russian invasion of Ukraine.
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?