Monthly Moves: Charting Our Strategies, June 2023
July 10, 2023
By: Sean Clark, CFA®
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.
Benchmark Review & Monthly Recap, June 2023
July 7, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
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.
2023 Mid-Year Market Outlook Commentary
June 28, 2023
By: Sean Clark, CFA®
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.
Debt Ceiling Update
June 27, 2023
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn shares an update on the debt ceiling.
Monthly Moves: Charting Our Strategies, May 2023
June 12, 2023
By: Sean Clark, CFA®
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.
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.