Upcoming Webcast — Live From Philly:

Analyzing Biden’s New “American Families Plan” Tax Proposal

Join us on Wednesday, November 17th as we welcome Jeffrey Levine, tax expert and Lead Financial Planning Nerd for Kitces.com. Jeff will dive deep into the details of the Biden Administration’s latest tax plan proposal, as well as the planning issues and strategies advisors need to consider as the law is finalized in the weeks to come. You’ll walk away with ideas and talking points for timely and important tax conversations with your clients.

Office Hours
Why Own Bonds?
August 23, 2021

In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey discusses why it’s important for investors to own bonds as part of a balanced portfolio.

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Office Hours
Cryptocurrency
August 17, 2021

In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey shares how Clark Capital views the cryptocurrency markets and provides talking points you can share with your clients.

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Advisor Insights & Ideas
Shark vs. Mosquito: How to Keep Your Clients From Getting Bitten
August 17, 2021

Overblown fears about unlikely events all too often derail investors’ long-term plans. One way to help investors put things in perspective is to help illuminate the difference between possibility and probability.

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Market Moves
Market Moves: Charting Our Strategies, July 2021
August 9, 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, July 2021
August 4, 2021

U.S. Large-Caps and Bonds Gain to Kick Off the Second Half of 2021 HIGHLIGHTS: The S&P 500 Index, NASDAQ Composite, and…

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Advisor Insights & Ideas
Three Ways to Help Your Clients Stay Financially Organized
July 30, 2021

As our industry begins to address the income needs of the aging baby boomer population, arming clients with a personalized income roadmap can help them stay on the right track to reach their desired outcomes.

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Press Release
Clark Capital Management Group Named a 2021 Best Place to Work by Philadelphia Business Journal
July 29, 2021

CONTACT: Patty Quinn McAuley Office: 215-569-2224 Cell: 267-632-1245 pquinn@ccmg.com Clark Capital Recognized as a Best Places to Work Winner for the…

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Taxable Fixed Income Commentary
2Q 2021— Taxable Fixed Income
July 19, 2021

The 10-year U.S. Treasury finished the first quarter yielding 1.74%, which was a swift rise from the 2020 closing yield of 91 basis points.

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SMID Cap Core Commentary
2Q 2021 — SMID Cap
July 19, 2021

In the first quarter of 2021, the Navigator® SMID Cap strategy had a gain of 18.74% gross (17.91% net) vs. the 10.93% gain in the Russell 2500 Index.

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U.S. Small Cap Commentary
2Q 2021 — Small Cap
July 19, 2021

For the first quarter of 2021, the strategy had a gain of 18.99% gross (18.14% net) vs a 12.70% gain for the Russell 2000 Index.

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