2023 Market Outlook Commentary
January 20, 2023
By: Sean Clark, CFA®
After a volatile year, many investors are wondering what’s in store for 2023. Read Chief Investment Officer Sean Clark’s full 2023 Market Outlook commentary.
4th Quarter Economic and Capital Market Review
January 19, 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.
2023 Market Outlook Resource Center
January 11, 2023
By: Sean Clark, CFA®
Visit the Market Outlook Resource Center to watch the replay of Clark Capital’s 2022 Market Outlook, download the slides, and discover investing ideas for today’s markets.
Monthly Moves: Charting Our Strategies, December 2022
January 9, 2023
By: Sean Clark, CFA®
December market performance capped off a tough year for the equity and bond markets. Equity markets resumed their decline in December as relative performance amongst the indices continued in rank order.
Benchmark Review & Monthly Recap, December 2022
January 5, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
After gains in October and November, December saw stocks decline again. The S&P 500 and Dow rose for the quarter (the first quarterly gains of 2022), but the Nasdaq recorded its fourth straight quarterly decline to close out the 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.