Expanding Government Debt
October 11, 2021
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey shares his views on how expanding government debt may impact the stock market.
Benchmark Review & Monthly Recap, September 2021
October 5, 2021
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
Volatility Rears Its Head in September as Equities Decline HIGHLIGHTS: Volatility returned to the market in September. For the first time…
Perspective on Yesterday’s Selloff and Mounting Market Headwinds
September 21, 2021
By: Sean Clark, CFA®
As we approach the 4th quarter, there are many headwinds affecting the markets. Between the Federal Reserve’s beginning of bond purchase tapering, slower economic data, peak earnings growth, the upcoming debt limit, and China’s Evergrande crisis, the problems are starting to mount.
Inflation-Not the End of the World
September 14, 2021
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey shares a historical perspective on how stocks have performed during periods of higher inflation.
How Will Markets React When the Fed Changes Course?
September 14, 2021
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey answers the question, “How will markets react when the Fed changes course?”
Live From Philly: Mastering Efficiency — Transform Your Practice with Time-Saving Strategies
Join us on July 24th at 11:00 a.m. ET as we welcome special guest Libby Greiwe, founder of the Efficient Advisor podcast. During this live webcast, Libby will share key strategies to help you stay organized, reduce stress, and effectively scale your practice. You’ll walk away with practical action items designed to enhance your business efficiency and growth, allowing you to work smarter, not harder.