By: Glenn Dorsey, CFA®, CAIA®

Benchmark Review
Benchmark Review & Monthly Recap, November 2018
December 4, 2018

Going 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
Benchmark Review & Monthly Recap, October 2018
November 5, 2018

Let’s Call It What It Was… Highlights: Equity markets dropped sharply in October, however, a late-month rebound helped curb those losses…

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Video
Rates on the Rise – Why Active Management Matters
October 30, 2018

Glenn 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
Benchmark Review & Monthly Recap, September 2018
October 3, 2018

Interest 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
Benchmark Review & Monthly Recap, August 2018
August 30, 2018

Record Setting Rally Continues Highlights: U.S. equities continued their recent rally in August. The S&P 500 Index finally eclipsed its January…

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Portfolio Perspectives
Two Years and Too Fast
August 23, 2018

A 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
Benchmark Review & Monthly Recap, July 2018
August 6, 2018

A 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
Benchmark Review & Monthly Recap, June 2018
July 5, 2018

In 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
Benchmark Review & Monthly Recap, May 2018
June 4, 2018

Following 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
Benchmark Review & Monthly Recap, April 2018
May 1, 2018

April 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
Benchmark Review & Monthly Recap, March 2018
April 3, 2018

Talk 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
Benchmark Review & Monthly Recap,February 2018
March 5, 2018

After 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
Benchmark Review & Monthly Recap, January 2018
February 5, 2018

The 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
Benchmark Review & Monthly Recap, December 2017
January 2, 2018

December 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
Benchmark Review & Monthly Recap, November 2017
December 1, 2017

Fresh 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
Benchmark Review & Monthly Recap, October 2017
November 1, 2017

U.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
Benchmark Review & Monthly Recap, September 2017
October 2, 2017

U.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
Benchmark Review & Monthly Recap, August 2017
September 5, 2017

U.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
Benchmark Review & Monthly Recap, July 2017
August 1, 2017

U.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
Benchmark Review & Monthly Recap, June 2017
July 6, 2017

Most 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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