By: Glenn Dorsey, CFA®, CAIA®
Benchmark Review & Monthly Recap, November 2018
December 4, 2018Going for a Ride Highlights: Volatility remained in November, but a late-month rally lifted equities into positive territory for November. Treasuries…
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Benchmark Review & Monthly Recap, October 2018
November 5, 2018Let’s Call It What It Was… Highlights: Equity markets dropped sharply in October, however, a late-month rebound helped curb those losses…
Read MoreRates on the Rise – Why Active Management Matters
October 30, 2018Glenn Dorsey, CFA®, CAIA®, Senior Vice President, Client Portfolio Manager, Jamie Mullen, Senior Portfolio Manager, and Steve Grant, CFP®, Head…
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Benchmark Review & Monthly Recap, September 2018
October 3, 2018Interest Rates March Higher Amid Ongoing Growth Highlights: The rally in large-cap U.S. equities continued in September and the Dow Jones…
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Benchmark Review & Monthly Recap, August 2018
August 30, 2018Record Setting Rally Continues Highlights: U.S. equities continued their recent rally in August. The S&P 500 Index finally eclipsed its January…
Read MoreTwo Years and Too Fast
August 23, 2018A Bond Manager’s Worst Nightmare For the majority of bond managers, the most difficult environment to navigate is a market where…
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Benchmark Review & Monthly Recap, July 2018
August 6, 2018A strong corporate earnings tailwind combined with favorable economic data helped to offset trade tensions and a correction in global technology…
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Benchmark Review & Monthly Recap, June 2018
July 5, 2018In many ways, June was the tale of two months. Following through on solid gains in May, the major U.S. equity…
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Benchmark Review & Monthly Recap, May 2018
June 4, 2018Following declines early in the month, the S&P 500 Index rallied and turned in solid results for May. Despite some late…
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Benchmark Review & Monthly Recap, April 2018
May 1, 2018April began with the S&P 500 Index declining and moving close to 2018’s lows reached in early February. As would be…
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Benchmark Review & Monthly Recap, March 2018
April 3, 2018Talk of tariffs and a potential trade war caused March to kick off with a down day and those themes persisted…
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Benchmark Review & Monthly Recap,February 2018
March 5, 2018After logging 15 consecutive months of gains through January 2018, the winning streak for the S&P 500 ended in February. Market…
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Benchmark Review & Monthly Recap, January 2018
February 5, 2018The winning streak for global equities continued in the new year and the S&P 500 logged its 15th consecutive month of…
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Benchmark Review & Monthly Recap, December 2017
January 2, 2018December capped off what was a strong year for stocks with the S&P 500 logging its 14th consecutive month of gains….
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Benchmark Review & Monthly Recap, November 2017
December 1, 2017Fresh record highs were set in November as U.S. and international stock indices once again posted gains for the month. The…
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Benchmark Review & Monthly Recap, October 2017
November 1, 2017U.S. and international stock indices once again posted gains for the month of October — the S&P 500, Dow Jones Industrial…
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Benchmark Review & Monthly Recap, September 2017
October 2, 2017U.S. stock indices once again posted gains for the month of September, extending the rally experienced since November. The S&P 500,…
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Benchmark Review & Monthly Recap, August 2017
September 5, 2017U.S. stock indices posted gains for the month of August extending the rally experienced since November. Solid second quarter earnings helped…
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Benchmark Review & Monthly Recap, July 2017
August 1, 2017U.S. stock indices posted gains for the month of July, extending the rally experienced since November. Large cap stocks, as measured…
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Benchmark Review & Monthly Recap, June 2017
July 6, 2017Most major stock indices posted gains for the month of June. Large cap stocks, as measured by the S&P 500, have…
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