Labor Market Update
September 19, 2023
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn Dorsey provides an update on the labor market and how it may impact the U.S. economy.
Monthly Moves: Charting Our Strategies, August 2023
September 11, 2023
By: Sean Clark, CFA®
Equity markets reversed course in August, posting small declines, as a U.S. debt downgrade by Fitch Investors brought to light how fiscal spending during and after the Pandemic has increased U.S. government interest expense as a percentage GDP to uncomfortable levels.
Benchmark Review & Monthly Recap, August 2023
September 6, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
After two months of market breadth improvement and a solid summer rally, equities slid lower for the month. For a recap of the month, read our latest Benchmark Review.
Monthly Moves: Charting Our Strategies, July 2023
August 7, 2023
By: Sean Clark, CFA®
The Federal Reserve restarted the hiking cycle after pausing in June, hiking 0.25% at the July FOMC meeting.
Benchmark Review & Monthly Recap, July 2023
August 3, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
Equities remained the name of the game in July as stocks rallied across the board. For a recap of the month, read our latest Benchmark Review.
Live From Philly: The Playbook for Human Advice with Brian Portnoy
Join us on September 21st at 11:00 a.m. EDT as we welcome back behavioral finance expert and founder of Shaping Wealth Brian Portnoy. During this interactive live event, Brian will present unique, shareable, and scalable ideas for organizing and illuminating the six core features of human-centric advice. You’ll walk away with a framework to empower your professional development, foster team building within your practice, and increase client engagement.
This event is brought to you in collaboration with our friends at State Street Global Advisors.
This event is approved for one hour of CFP® CE Credit.