By: Glenn Dorsey, CFA®, CAIA®
Benchmark Review & Monthly Recap, March 2020
April 3, 2020Economy Slows Dramatically as Slowing the Virus Takes Priority HIGHLIGHTS: The volatility that began in late February soared in March as…
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Benchmark Review & Monthly Recap, February 2020
March 3, 2020Coronavirus Scare Continues to Impact Global Markets HIGHLIGHTS: February started with a powerful recovery in equity markets following some initial fears…
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Benchmark Review & Monthly Recap, January 2020
February 5, 2020Coronavirus Derails Strong Start to January HIGHLIGHTS: The stock market rally continued from the end of 2019 into January with equities…
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Benchmark Review & Monthly Recap, December 2019
January 6, 2020Santa Claus Rally Came to Town in December HIGHLIGHTS: December 2019 was certainly no repeat of December 2018. After dropping over…
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Benchmark Review & Monthly Recap, November 2019
December 3, 2019Steady Gains and New Highs in November HIGHLIGHTS: Volatility was muted for most of November and the stock market enjoyed a…
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Benchmark Review & Monthly Recap, October 2019
November 1, 2019All Treats and No Tricks as S&P 500 Hits New Highs HIGHLIGHTS: Despite some volatility at the start of the month,…
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Benchmark Review & Monthly Recap, September 2019
October 2, 2019Yields and Stocks Rise as Third Quarter Ends HIGHLIGHTS: Yields bounced off multi-year and even historical lows to end September higher,…
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Benchmark Review & Monthly Recap, August 2019
September 4, 2019Yields Plunge as Stock Market Volatility Returns HIGHLIGHTS: Bonds rallied in August as multi-year and even historic lows were seen in…
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Benchmark Review & Monthly Recap, July 2019
August 5, 2019Fed Acts, Markets React Highlights: The S&P 500 Index achieved a new all-time high in July, eclipsing the 3,000 mark for…
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Benchmark Review & Monthly Recap, June 2019
July 2, 2019Dovish Fed Spurs June Rally Highlights: The S&P 500 Index achieved a new all-time high and enjoyed a strong rally (the…
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Benchmark Review & Monthly Recap, May 2019
June 4, 2019Trade Concerns Trip Up Markets Highlights: The S&P 500 Index entered May near an all-time high, but a deterioration in trade…
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Benchmark Review & Monthly Recap, April 2019
May 1, 2019Market Momentum Continues Highlights: Equity market gains continued in April following one of the best first quarters in years. The S&P…
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Benchmark Review & Monthly Recap, March 2019
April 2, 2019First Quarter Bounce Back Highlights: The S&P 500 Index bounced back in the first quarter of 2019 with one of its…
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Benchmark Review & Monthly Recap, February 2019
March 5, 2019The Risk-on Rally Continues Highlights: Stock market momentum continued in February after a powerful rebound in January. Double-digit gains across the…
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Benchmark Review & Monthly Recap, January 2019
February 5, 2019Turning the Page Highlights: After one of the worst months for the S&P 500 Index in almost a decade, equities bounced…
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Benchmark Review & Monthly Recap, December 2018
January 4, 2019A Challenging End to the Year Highlights: It was the worst month for the S&P 500 Index since February 2009. After…
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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…
Read MoreHow Will Mid-Term Elections Impact Municipal Bonds?
October 25, 2018Mid-term elections are fast approaching, and questions are flowing in from clients on what the possible outcomes can mean for the…
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