By: Glenn Dorsey, CFA®, CAIA®

Benchmark Review
Benchmark Review & Monthly Recap, March 2020
April 3, 2020

Economy Slows Dramatically as Slowing the Virus Takes Priority HIGHLIGHTS: The volatility that began in late February soared in March as…

Read More
Benchmark Review
Benchmark Review & Monthly Recap, February 2020
March 3, 2020

Coronavirus Scare Continues to Impact Global Markets HIGHLIGHTS: February started with a powerful recovery in equity markets following some initial fears…

Read More
Benchmark Review
Benchmark Review & Monthly Recap, January 2020
February 5, 2020

Coronavirus Derails Strong Start to January HIGHLIGHTS: The stock market rally continued from the end of 2019 into January with equities…

Read More
Benchmark Review
Benchmark Review & Monthly Recap, December 2019
January 6, 2020

Santa Claus Rally Came to Town in December HIGHLIGHTS: December 2019 was certainly no repeat of December 2018. After dropping over…

Read More
Benchmark Review
Benchmark Review & Monthly Recap, November 2019
December 3, 2019

Steady Gains and New Highs in November HIGHLIGHTS: Volatility was muted for most of November and the stock market enjoyed a…

Read More
Benchmark Review
Benchmark Review & Monthly Recap, October 2019
November 1, 2019

All Treats and No Tricks as S&P 500 Hits New Highs HIGHLIGHTS: Despite some volatility at the start of the month,…

Read More
Benchmark Review
Benchmark Review & Monthly Recap, September 2019
October 2, 2019

Yields and Stocks Rise as Third Quarter Ends HIGHLIGHTS: Yields bounced off multi-year and even historical lows to end September higher,…

Read More
Benchmark Review
Benchmark Review & Monthly Recap, August 2019
September 4, 2019

Yields Plunge as Stock Market Volatility Returns HIGHLIGHTS: Bonds rallied in August as multi-year and even historic lows were seen in…

Read More
Benchmark Review
Benchmark Review & Monthly Recap, July 2019
August 5, 2019

Fed Acts, Markets React Highlights: The S&P 500 Index achieved a new all-time high in July, eclipsing the 3,000 mark for…

Read More
Benchmark Review
Benchmark Review & Monthly Recap, June 2019
July 2, 2019

Dovish Fed Spurs June Rally Highlights: The S&P 500 Index achieved a new all-time high and enjoyed a strong rally (the…

Read More
Benchmark Review
Benchmark Review & Monthly Recap, May 2019
June 4, 2019

Trade Concerns Trip Up Markets Highlights: The S&P 500 Index entered May near an all-time high, but a deterioration in trade…

Read More
Benchmark Review
Benchmark Review & Monthly Recap, April 2019
May 1, 2019

Market Momentum Continues Highlights: Equity market gains continued in April following one of the best first quarters in years. The S&P…

Read More
Benchmark Review
Benchmark Review & Monthly Recap, March 2019
April 2, 2019

First Quarter Bounce Back Highlights: The S&P 500 Index bounced back in the first quarter of 2019 with one of its…

Read More
Benchmark Review
Benchmark Review & Monthly Recap, February 2019
March 5, 2019

The Risk-on Rally Continues Highlights: Stock market momentum continued in February after a powerful rebound in January. Double-digit gains across the…

Read More
Benchmark Review
Benchmark Review & Monthly Recap, January 2019
February 5, 2019

Turning the Page Highlights: After one of the worst months for the S&P 500 Index in almost a decade, equities bounced…

Read More
Benchmark Review
Benchmark Review & Monthly Recap, December 2018
January 4, 2019

A Challenging End to the Year Highlights: It was the worst month for the S&P 500 Index since February 2009. After…

Read More
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…

Read More
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…

Read More
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…

Read More
Portfolio Perspectives
How Will Mid-Term Elections Impact Municipal Bonds?
October 25, 2018

Mid-term elections are fast approaching, and questions are flowing in from clients on what the possible outcomes can mean for the…

Read More

Subscribe to our Blog!

Register to get all the latest content via email.
Button_Subscribe