2024 Market Outlook Resource Center
November 28, 2023
By: Sean Clark, CFA®
Visit the Mid-Year Market Outlook Resource Center to watch the replay of Clark Capital’s 2023 Mid-Year Market Outlook, download the slides, and discover investing ideas for today’s markets.
Monthly Moves: Charting Our Strategies, October 2023
November 7, 2023
By: Sean Clark, CFA®
Despite strong economic growth, fears surrounding higher rates for longer, geopolitical events and a ballooning federal deficit plagued the market.
Benchmark Review & Monthly Recap, October 2023
November 6, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
The first month of the fourth quarter started on a down note as recent equity weakness continued. Stocks dropped for the third straight month in October.
3rd Quarter Economic and Capital Market Review
October 10, 2023
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.
Monthly Moves: Charting Our Strategies, September 2023
October 9, 2023
By: Sean Clark, CFA®
Equity markets continued their decline in September as both nominal and real interest rates reached multi-year highs despite August’s decline in Core Personal Consumption Expenditures (PCE) inflation to 3.9% year over year.
Live From Philly: Untangling the IRS’s New Regulations on RMDs
The 10-year rule has transformed how financial advisors plan for the transfer of assets. With recent IRS guidance in Notice 2024-35 signaling potential final regulations, it’s crucial for advisors to understand its implications. Join us on Tuesday, November 19th as we welcome back special guest and tax expert Jeffrey Levine as he revisits the 10-year rule’s history and shares practical strategies you can implement to minimize its impact on clients.