Holiday Message
Holiday Reflection: Our Year in Review
December 20, 2023

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During this holiday season and time of reflection, we’ve put together a short year in review to take a look back at all of things we have been able to achieve together.


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Office Hours
The Fed Pivot
December 19, 2023

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In this episode of Office Hours, Glenn discusses the recent Fed Pivot.

Glenn Dorsey
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Market Update
Market Update — Fed Pivot 2023
December 14, 2023

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The Fed left rates unchanged for the third consecutive FOMC meeting and signaled that rate hikes are finished, priming the market for rate cuts to come in 2024. Read Chief Investment Officer Sean Clark’s latest Market Update.

Sean Clark
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Monthly Moves
Monthly Moves: Charting Our Strategies, November 2023
December 12, 2023

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After three months of negative returns, a strong U.S. economy, lower rates, and moderating inflation contributed to the outsized rally in November.

Sean Clark
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Benchmark Review
Benchmark Review & Monthly Recap, November 2023
December 6, 2023

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The 3-month losing streak for stocks ended with a solid recovery during November. More dramatically, bonds rebounded strongly during the month as yields dropped sharply from multi-year highs hit in October.

Peter Eisenrich
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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.

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