Benchmark Review
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…

Market Update
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.

Office Hours
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.

Office Hours
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?”

Market Moves
Market Moves: Charting Our Strategies, August 2021
September 8, 2021
By: Sean Clark, CFA®

The majority of stock indices advanced to new highs in August as current earnings, labor, and economic growth trends offset the threats of the COVID Delta variant.