Benchmark Review & Monthly Recap, August 2023
September 6, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
After two months of market breadth improvement and a solid summer rally, equities slid lower for the month. For a recap of the month, read our latest Benchmark Review.
Monthly Moves: Charting Our Strategies, July 2023
August 7, 2023
By: Sean Clark, CFA®
The Federal Reserve restarted the hiking cycle after pausing in June, hiking 0.25% at the July FOMC meeting.
Benchmark Review & Monthly Recap, July 2023
August 3, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
Equities remained the name of the game in July as stocks rallied across the board. For a recap of the month, read our latest Benchmark Review.
Clark Capital Management Group Named a 2023 Best Place to Work by Philadelphia Business Journal
August 2, 2023
By: Clark Capital Management Group
Philadelphia, PA, August 1, 2023—Clark Capital Management Group, an independent asset manager founded in 1986, has been named one of the 2023 Best Places to Work by the Philadelphia Business Journal in the large-size firm category.
2nd Quarter Economic and Capital Market Review
July 17, 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.
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.