Helping you navigate the market's twists and turns.
LIVE FROM PHILLY
ADVISOR EVENT
Tax Planning Opportunities Under the New “One Big Beautiful Bill” Act
LOCATION
Webinar
Jeffrey Levine
Kitces Lead Financial Planning Nerd
Date
November 20th, 2025
TIME
11:00 am ET
TOPIC
Join us on Thursday, November 20, at 11 a.m. ET as Kitces Lead Financial Planning Nerd Jeffrey Levine will provide a detailed overview of the changes brought about by the OBBBA and discuss tax planning strategies that clients of financial advisors can implement now that the law is finalized.
Featured
Gauging The Economy
3rd Quarter 2025 Economic and Capital Market Review
October 28, 2025
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.
Learn More
Market Updates
Market Update: The Fed Cuts Rates by 0.25%, With Dovish Views
September 18, 2025
On Tuesday, the market advanced pretty sharply in advance of an anticipated rate cut by the Federal Reserve, with the major equity indices trading in new high territory, supported by strong fundamentals with rising corporate earnings expectations.
Learn More
Gauging The Economy
3rd Quarter 2025 Economic and Capital Market Review
October 28, 2025
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.
Learn More
Monthly Moves
Monthly Moves: Charting Our Strategies, September 2025
October 7, 2025
The S&P 500 posted its fifth straight monthly gain, and the MSCI All Country ex-US Index of international stocks rose 3.87% in September, lifting its year-to-date total return gain to over 26%.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, September 2025
October 6, 2025
The major U.S. stock indices posted new all-time highs in September with a new index joining this club—the Russell 2000. After almost four years, this small-cap index joined its large-cap counterparts with a new high.
Learn More
Office Hours
Is the Market in a Bubble?
October 1, 2025
In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey discusses whether or not the market is in a bubble.
Learn More
Office Hours
AI’s Potential to Fuel Earnings Growth
October 1, 2025
In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey discusses AI's potential to fuel earnings growth.
Learn More
Market Updates
Investor Market Update, September 2025
September 22, 2025
Head of Client Portfolio Management, Glenn Dorsey, shares our latest economic insights and discusses how recent developments might impact the markets.
Learn More
Advisors: Subscribe to receive our latest insights, market updates, and invites to our award-winning webcast series.
You can unsubscribe to any or all of the communications at any time by clicking the “Unsubscribe” link that appears in every email we send. Clark Capital fully complies with all U.S. CAN-SPAM laws.