Monthly Moves
Monthly Moves: Charting Our Strategies, December 2023
January 8, 2024

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After a long period of underperformance coinciding with Fed tightening and leading economic indicator (LEI) declines, small-cap U.S. equities staged a powerful move in both November and December.

Sean Clark
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Benchmark Review
Benchmark Review & Monthly Recap, December 2023
January 5, 2024

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The last two months of 2023 drove returns in many parts of the market for the entire year.

Peter Eisenrich
Glenn Dorsey View This Post

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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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?

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