Bank Failure Update and Future Rate Hikes
March 24, 2023
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn shares an update on the bank failure situation and its implications for future rate hikes.
Market Update – Federal Reserve Delivers Additional Rate Hike
March 23, 2023
By: Sean Clark, CFA®
The Fed concluded its 2-day meeting yesterday and hiked rates by 0.25%. Read Chief Investment Officer Sean Clark’s latest Market Update.
Understanding Recent Bank Failures
March 14, 2023
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn explains the recent bank failures and how they compare to the 2008 Global Financial Crisis.
Market Update – Fed Steps in to Calm Fears After Bank Failures
March 13, 2023
By: Sean Clark, CFA®
There is an old expression that the Federal Reserve hikes rates until something breaks. The Fed has hiked rates 450 bps in a little under a year. Things are breaking now. Read Chief Investment Officer Sean Clark’s latest Market Update.
Stocks and Bonds Off to a Good Start
March 8, 2023
By: Glenn Dorsey, CFA®, CAIA®
In this new video, Head of Client Portfolio Management Glenn Dorsey provides a market update recapping the first two months of the year.

Live From Philly: SECURE Act 2.0: Retirement Planning Opportunities and Challenges
Join us on Wednesday, April 12th as we welcome back tax expert Jeff Levine. In this interactive session, Jeff will provide a comprehensive overview of the highly anticipated SECURE Act 2.0 retirement bill. You’ll gain valuable insights into the changes brought about by the new legislation and discover the planning opportunities and challenges that advisors need to know.
This event is pending approval for 1 hour of CFP® CE credit.