1st Quarter 2024 Economic and Capital Market Review
April 19, 2024
By: Glenn Dorsey, CFA®, CAIA® and Peter Eisenrich, CFA®
Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
Monthly Moves: Charting Our Strategies, March 2024
April 9, 2024
By: Sean Clark, CFA®
The momentum style factor led the rally as market participation broadened in March with previously weaker sectors like large-cap value and small-caps gaining 5.0% and 3.6%, respectively.
Benchmark Review & Monthly Recap, March 2024
April 2, 2024
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
New all-time highs were achieved for the NASDAQ Composite, S&P 500, and Dow Jones Industrial Average in March. For a recap of the month, read our latest Benchmark Review.
Monthly Moves: Charting Our Strategies, February 2024
March 11, 2024
By: Sean Clark, CFA®
The S&P 500 Index hit several record highs driven by continued strength from Technology, Healthcare, Financials, and Consumer Staples companies.
Election Impact on Markets
March 6, 2024
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn Dorsey shares a historical perspective on the limited impact elections and politics have on the stock market.
Live From Philly: Business Succession Planning and Beyond
Join us on May 14th as Senior Wealth Planner Patrick Schultz, J.D., CEPA® delves into the complex world of business succession planning. Whether your client is just starting to contemplate a sale or is deep in the process, you’ll walk away with actionable wealth planning insights to help ensure a smooth business transition for your clients.
Pending approval for one hour of CFP CE credit.