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.
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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.
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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
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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.
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In the Media
Oliver Chambers in MarketWatch
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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.
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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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Market Updates
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