Monthly Moves: Charting Our Strategies, September 2023
October 9, 2023
By: Sean Clark, CFA®
Equity markets continued their decline in September as both nominal and real interest rates reached multi-year highs despite August’s decline in Core Personal Consumption Expenditures (PCE) inflation to 3.9% year over year.
Market Update — Crisis in the Middle East
October 9, 2023
By: Sean Clark, CFA®
Over the weekend, relative calm in the Middle East was violently interrupted by the Hamas (backed by Iran)-led invasion of Israel, resulting in the largest attack on Israel in 50 years. Our thoughts are with the people of Israel and the impact on the human lives at stake.
Benchmark Review & Monthly Recap, September 2023
October 5, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
Stock market weakness from August continued in September and the S&P 500 Index recorded its first negative quarter of 2023. For a recap of the month, read our latest Benchmark Review.
Market Corrections Are Normal
October 4, 2023
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn discusses stock market corrections and market volatility.
Labor Market Update
September 19, 2023
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn Dorsey provides an update on the labor market and how it may impact the U.S. economy.
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.