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Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, September 2025

October 7, 2025
The S&P 500 posted its fifth straight monthly gain, and the MSCI All Country ex-US Index of international stocks rose 3.87% in September, lifting its year-to-date total return gain to over 26%.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap

Benchmark Review & Monthly Recap, September 2025

October 6, 2025
The major U.S. stock indices posted new all-time highs in September with a new index joining this club—the Russell 2000. After almost four years, this small-cap index joined its large-cap counterparts with a new high.
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Office Hours
Office Hours

Is the Market in a Bubble?

October 1, 2025
In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey discusses whether or not the market is in a bubble.
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Office Hours
Office Hours

AI’s Potential to Fuel Earnings Growth

October 1, 2025
In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey discusses AI's potential to fuel earnings growth.
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Market Updates
Market Updates

Investor Market Update, September 2025

September 22, 2025
Head of Client Portfolio Management, Glenn Dorsey, shares our latest economic insights and discusses how recent developments might impact the markets.
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Market Updates
Market Updates

Market Update: The Fed Cuts Rates by 0.25%, With Dovish Views

September 18, 2025
On Tuesday, the market advanced pretty sharply in advance of an anticipated rate cut by the Federal Reserve, with the major equity indices trading in new high territory, supported by strong fundamentals with rising corporate earnings expectations.
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