2nd Quarter 2024 Economic and Capital Market Review
July 16, 2024
By: Glenn Dorsey, CFA®, CAIA® and Peter Eisenrich, CFA®
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.
The Bond Blueprint
July 12, 2024
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn shares how bonds build value over time, even when prices go up or down.
2024 Mid-Year Market Outlook Commentary
July 10, 2024
By: Sean Clark, CFA®
Chief Investment Officer Sean Clark shares Clark Capital’s latest insights on what’s in store for the markets this upcoming year.
Monthly Moves: Charting Our Strategies, June 2024
July 8, 2024
By: Sean Clark, CFA®
Equities reversed last month’s reversal! Large-cap growth stocks lead the way, up nearly 6%, or more than 2x the gain in the equally weighted S&P 500 Index.
Benchmark Review & Monthly Recap, June 2024
July 2, 2024
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
The rebound in stocks continued in June after solid gains in May, but it was more narrowly focused on large-cap growth companies. For a recap of the month, read our latest Benchmark Review.
Live From Philly: Upping Your Question Game — 25 Questions for Better Client Connections
Join us on August 13th at 11:00 a.m. ET as we welcome special guest Meghaan Lurtz, Ph.D., FBS™, Professor of Practice at Kansas State University and Kitces.com financial psychology writer. During this live webcast, Meghaan will examine the impact of different styles of questions on the brain and will provide a masterclass on asking great questions. You’ll walk away with a better understanding of how to ask questions that motivate clients to take action, as well as questions that deepen the advisor-client relationship.
Approved for one hour of CFP CE credit.