Market Update
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
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.

Benchmark Review
Benchmark Review & Monthly Recap, February 2022
March 4, 2022
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

Just as the Omicron variant began to wane, the world’s focus turned to the invasion by Russian forces into Ukraine. Market volatility surged following Russia’s actions and the VIX Index closed February at 30.15. For a recap of the month, read our latest Benchmark Review.

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.