Helping you navigate the market's twists and turns.


Live From Philly
ADVISOR EVENT
Estate Planning Essentials
LOCATION
Webcast

Patrick Schultz, J.D., CEPA®
Senior Wealth Planner
Date
July 23rd, 2025
TIME
11:00 am ET
TOPIC
Clients count on you to guide them through life’s biggest transitions, and estate planning is one of the most critical — and overlooked — parts of that journey.
Featured
Monthly Moves
Monthly Moves: Charting Our Strategies, June 2025
July 8, 2025
Optimism surrounding easing tariff tensions prompted a strong market rally. The S&P 500 Index rose 6%, posting its best May since 1990.
Learn More
Market Updates
Market Update: Tax & Spending Bill Passed, Tariffs Still in Flux
July 7, 2025
On July 4, President Trump signed into law the One Big Beautiful Bill Act.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, June 2025
July 2, 2025
The May rally continued in June as the S&P 500 and Nasdaq Composite reached new all-time highs to close out the month.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, May 2025
June 4, 2025
Stocks rallied in May with large-cap growth stocks reminding investors of their strength over recent years. The NASDAQ Composite led all major indices for the month with a gain just shy of 10%.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, April 2025
May 5, 2025
Volatility was the key word in April. The tariff announcement, followed days later by a 90-day pause, sent stocks and bonds on a rollercoaster ride over the course of a few weeks. Markets calmed down to a degree after the tariff pause announcement, with stocks recording mixed results.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, March 2025
April 7, 2025
The S&P 500 reached a new all-time high in February, but weakness developed from that point. In March, the S&P 500 fell to its lowest level since September. The first quarter of 2025 was the first down quarter for the S&P 500 since Q3 2023 – breaking the streak of five quarters of gains.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, February 2025
March 7, 2025
After the S&P 500 hit a new all-time high on February 19, U.S. stocks slid lower and ended the month in negative territory.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, January 2025
February 7, 2025
The broadening theme we experienced in 2024 resumed in the new year. U.S. and international stocks enjoyed gains in January.
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.