Office Hours
Labor Market Update
September 19, 2023

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In this episode of Office Hours, Glenn Dorsey provides an update on the labor market and how it may impact the U.S. economy.

Glenn Dorsey
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Monthly Moves
Monthly Moves: Charting Our Strategies, August 2023
September 11, 2023

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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.

Sean Clark
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Benchmark Review
Benchmark Review & Monthly Recap, August 2023
September 6, 2023

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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.

Peter Eisenrich
Glenn Dorsey View This Post

Monthly Moves
Monthly Moves: Charting Our Strategies, July 2023
August 7, 2023

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The Federal Reserve restarted the hiking cycle after pausing in June, hiking 0.25% at the July FOMC meeting.

Sean Clark
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Benchmark Review
Benchmark Review & Monthly Recap, July 2023
August 3, 2023

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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.

Peter Eisenrich
Glenn Dorsey View This Post

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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.

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