Benchmark Review
Benchmark Review & Monthly Recap, January 2024
February 6, 2024
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

The solid end to 2023 for stocks continued in early 2024 as all-time highs were achieved for the S&P 500 and Dow Jones Industrial Average.

Monthly Moves
Monthly Moves: Charting Our Strategies, January 2024
February 6, 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.

Office Hours
Government Debt
January 29, 2024
By: Glenn Dorsey, CFA®, CAIA®

In this episode of Office Hours, Glenn discusses government debt and its potential impact on the markets.

Office Hours
The Fed and Inflation
January 26, 2024
By: Glenn Dorsey, CFA®, CAIA®

In this episode of Office Hours, Glenn discusses the Fed, inflation, and where we think the Fed is right now in this cycle.

Investor Market Update, January 2024
January 26, 2024
By: Glenn Dorsey, CFA®, CAIA®
January 23, 2024 Glenn Dorsey, CFA®, CAIA® SVP, Head of Client Portfolio Management