Benchmark Review & Monthly Recap, April 2024
May 6, 2024
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
After posting all-time highs in March and strong results for the first quarter, the major stock indices declined in April. For a recap of the month, read our latest Benchmark Review.
Investor Market Update, April 2024
May 2, 2024
By: Glenn Dorsey, CFA®, CAIA®
April 24, 2024 April 24, 2024 Glenn Dorsey, CFA®, CAIA® SVP, Head of Client Portfolio Management
1st Quarter 2024 Economic and Capital Market Review
April 19, 2024
By: Glenn Dorsey, CFA®, CAIA® and Peter Eisenrich, CFA®
Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
Monthly Moves: Charting Our Strategies, March 2024
April 9, 2024
By: Sean Clark, CFA®
The momentum style factor led the rally as market participation broadened in March with previously weaker sectors like large-cap value and small-caps gaining 5.0% and 3.6%, respectively.
Benchmark Review & Monthly Recap, March 2024
April 2, 2024
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
New all-time highs were achieved for the NASDAQ Composite, S&P 500, and Dow Jones Industrial Average in March. For a recap of the month, read our latest Benchmark Review.
Live From Philly: Redefining Wealth Management in the Age of AI featuring Andrew Smith Lewis
The robots aren’t coming — they’re already here. But are they friend or foe? Join us on September 24th at 11:00 a.m. ET as we welcome special guest and AI expert Andrew Smith Lewis, founder and CEO of Alai Studios. In this interactive webcast, Andrew will share his insights into the evolving role of technology and AI in the wealth management industry. He’ll challenge the narrative of a technological takeover and offer a thrilling alternative: What if AI isn’t our replacement, but our rocket fuel?