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.
Clark Capital Management Group Launches Advanced Wealth Planning Services for Advisors and High Net Worth Clients
June 6, 2023
By: Clark Capital Management Group
Philadelphia, PA, June 06, 2023 — Clark Capital Management Group, an independent asset manager, announced the launch of new advanced wealth planning services.
Benchmark Review & Monthly Recap, May 2023
June 5, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
Equity gains focused on large-cap U.S. growth companies in May. However, the average stock was down for the month as were international equities. For a recap of the month, read our latest Benchmark Review.
2023 Mid-Year Market Outlook Resource Center
May 15, 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, April 2023
May 8, 2023
By: Sean Clark, CFA®
Equity markets moved little in April as both the 10-year Treasury yield and credit spreads remained relatively stable.
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.