Benchmark Review
Benchmark Review & Monthly Recap, February 2024
March 6, 2024
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

February saw stocks bounce back and record a solid month of gains with the NASDAQ Composite joining the new all-time high party in February.

Benchmark Review
Benchmark Review & Monthly Recap, January 2024
February 6, 2024
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

The solid end to 2023 for stocks continued in early 2024 as all-time highs were achieved for the S&P 500 and Dow Jones Industrial Average.

Monthly Moves
Monthly Moves: Charting Our Strategies, January 2024
February 6, 2024
By: Sean Clark, CFA®

The S&P 500 Index hit several record highs driven by continued strength from Technology, Healthcare, Financials, and Consumer Staples companies.

Office Hours
Government Debt
January 29, 2024
By: Glenn Dorsey, CFA®, CAIA®

In this episode of Office Hours, Glenn discusses government debt and its potential impact on the markets.

Office Hours
The Fed and Inflation
January 26, 2024
By: Glenn Dorsey, CFA®, CAIA®

In this episode of Office Hours, Glenn discusses the Fed, inflation, and where we think the Fed is right now in this cycle.