Benchmark Review
Benchmark Review & Monthly Recap, May 2022
June 6, 2022
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

Growth stocks remained under pressure during May, but general stock market strength late in the month helped a few broad U.S. equity indices push slightly higher. For a recap of the month, read our latest Benchmark Review.

Advisor Insights & Ideas
Markets in Turmoil: A 3-Step Process for Better Client Conversations
May 12, 2022
By: Patty Quinn McAuley, CFP®

Not all types of conversation are effective. In this article, we’ll share a three-step process for communicating effectively with clients during times of stress.

Market Update
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
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
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.