Helping you navigate the market's twists and turns.
LIVE FROM PHILLY
ADVISOR EVENT
10 Critical IRA Errors Advisors Must Avoid
LOCATION
Webinar
Jeffrey Levine
Kitces Lead Financial Planning Nerd
Date
November 18th, 2026
TIME
11:00 am ET
TOPIC
Join Clark Capital for a Live From Philly webcast featuring Jeffrey Levine, Lead Financial Planning Nerd at Kitces.com and Chief Planning Officer at Focus Wealth Partners. Jeff will break down 10 of the most frequent and costly IRA errors and share how advisors can help clients avoid them.
Featured
Gauging The Economy
3rd Quarter 2026 Economic and Capital Market Review
October 20, 2026
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.
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Market Updates
Market Update: Perspectives on the Fed’s Rate Hike
September 16, 2026
Producer and consumer prices indices came in a little hotter last week, paving the way for the Federal Reserve to hike interest rates for the first time since July 2023. As expected, the Fed obliged and lifted overnight rates by 0.25% to a range of 3.75% to 4% today.
Learn More
Gauging The Economy
3rd Quarter 2026 Economic and Capital Market Review
October 20, 2026
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 2026
October 5, 2026
The defining developments during September were another synchronized backup in global bond yields and the Federal Reserve's first rate hike since July 2023. Interest rates rose approximately 0.50% across the U.S. Treasury curve from 2 years, 5 years, and 10 years pushing broad equity indices down, while large-cap indices demonstrated notable resilience. Large-cap growth equities advanced 2.16%, carried by semiconductors and a handful of mega-cap AI leaders. That performance masked significant damage beneath the surface.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, September 2026
October 5, 2026
Large-cap growth stocks were the one pocket of strength in September as most other areas of the market declined. Small caps struggled the most as investors worried that higher rates could impact smaller companies more acutely as these businesses tend to raise capital more frequently than larger companies; therefore, rising rates hurt – a classic Wall Street trade.
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In the Media
Patrick Schultz and Shelby Anderson Kiplinger Article
October 4, 2026
Senior Wealth Planners Shelby Anderson, JD, CEPA®, and Patrick Schultz, JD, CWS®, CEPA®, discuss the differences between wills and trusts and the factors families may consider when deciding how each fits into an estate plan.
Read the article
Learn More
In the Media
Oliver Chambers in MarketWatch
September 28, 2026
As bond yields continue to climb, Oliver Chambers, Head of Fixed Income SMA at Clark Capital, spoke with Isabel Wang at MarketWatch about the potential pressure rising yields could put on equities.
Read the full article
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Office Hours
The Midterms
September 21, 2026
In this Office Hours, Senior Client Portfolio Manager Thomas Duffy, CFA®, discusses the question, will this election help or hurt my portfolio?
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