Monthly Moves
Monthly Moves: Charting Our Strategies, June 2023
July 10, 2023

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Large-cap growth stocks continued their outperformance in May rising nominally by 4.5% and 8% ahead of large-cap value and small-caps to widen their year-to-date relative performance gains.

Sean Clark
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Benchmark Review
Benchmark Review & Monthly Recap, June 2023
July 7, 2023

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While large-cap growth companies still dominate results so far this year, equity progress broadened in June with widespread gains across stocks. For a recap of the month, read our latest Benchmark Review.

Peter Eisenrich
Glenn Dorsey View This Post

Market Outlook
2023 Mid-Year Market Outlook Commentary
June 28, 2023

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Chief Investment Officer Sean Clark shares Clark Capital’s latest insights on what’s in store for the markets in the second half of the year.

Sean Clark
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Office Hours
Debt Ceiling Update
June 27, 2023

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In this episode of Office Hours, Glenn shares an update on the debt ceiling.

Glenn Dorsey
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Monthly Moves
Monthly Moves: Charting Our Strategies, May 2023
June 12, 2023

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Large-cap growth stocks continued their outperformance in May rising nominally by 4.5% and 8% ahead of large-cap value and small-caps to widen their year-to-date relative performance gains.

Sean Clark
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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.

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