Upcoming Webcast — Advisor Best Ideas Series:

How to Ditch Your To-Do List and
Take Back Your Time

Join us on Thursday, August 19th at 11:00 a.m. EDT as we welcome special guest and productivity expert Dan Markovitz. In this interactive 30 minute session, Dan will share his proven strategies for time management. You’ll walk away with actionable insights to help you maximize your time, so you can focus on your clients and growing your high net worth business.

High Dividend Equity Commentary
2Q 2021— Cracks in the Value Trade?
July 16, 2021

The market reversed course in the first quarter with the S&P 500 Index climbing 13.1% after a bruising fourth quarter decline which narrowly missed the 20.0% bear market territory.

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Market Moves
Market Moves: Charting Our Strategies, June 2021
July 12, 2021

Large-cap value and international equities reasserted their performance advantage over large-cap growth in May as COVID cases continued to decline in the United States and began their descent globally.

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Benchmark Review
Benchmark Review & Monthly Recap, June 2021
July 2, 2021

A Strong First Half Concludes with More Gains in June HIGHLIGHTS: The S&P 500 and NASDAQ Composite both posted all-time highs in…

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Market Outlook
2021 Mid-Year Market Outlook Commentary
June 22, 2021

What’s In Store After COVID Recovery? Highlights We believe: Economic gains have been front loaded in the first half of the…

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ADR/International Equity Commentary
2Q 2021 — International Equity/ADR
July 19, 2021

For the first quarter of 2021, the strategy had a gain of 7.91% gross (7.12% net) versus the 3.49% gain in the MSCI All Country World ex-USA Index.

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Advisor Insights & Ideas
Five Ways to Help Maximize Tax Alpha
June 17, 2021

High net worth investors often have unique tax considerations and expect holistic wealth management from their advisors.

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Market Outlook
2021 Mid-Year Market Outlook Resource Center
June 17, 2021

Chief Investment Officer Sean Clark shares Clark Capital’s Mid-Year Market Outlook.

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Market Moves
Market Moves: Charting Our Strategies, May 2021
June 8, 2021

Large-cap value and international equities reasserted their performance advantage over large-cap growth in May as COVID cases continued to decline in the United States and began their descent globally.

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Benchmark Review
Benchmark Review & Monthly Recap, May 2021
June 3, 2021

A Mixed May, but Economic and Market Progress Continued HIGHLIGHTS: The S&P 500 and Dow Jones Industrial Average both posted new…

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Market Moves
Market Moves: Charting Our Strategies, April 2021
May 10, 2021

Within the hard-hit consumer space, hotels, casinos, cruise lines and airlines rallied on the hope of a more positive 2021 outlook. In this market environment, a barbell approach seems appropriate within our bottom-up equity portfolios.

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