Helping you navigate the market's twists and turns.
LIVE FROM PHILLY
ADVISOR EVENT
Date
February 18th, 2025
TIME
11:00 am ET
TOPIC
Join Clark Capital and retirement consultant Marcia Mantell as we break down the Medicare challenges facing advisors and investors today.
Featured
Gauging The Economy
3rd Quarter 2025 Economic and Capital Market Review
October 28, 2025
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.
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Market Updates
Market Update: The Fed Cuts Rates by 0.25%, With Dovish Views
September 18, 2025
On Tuesday, the market advanced pretty sharply in advance of an anticipated rate cut by the Federal Reserve, with the major equity indices trading in new high territory, supported by strong fundamentals with rising corporate earnings expectations.
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Office Hours
Different Types of Revocable Trusts
January 14, 2026
In this episode of Office Hours, Senior Wealth Planner Patrick Schultz explores the difference between a stock sale and an asset sale and discusses how the seller of a business may have a better tax result with a stock sale.
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Office Hours
Online Estate Planning Platforms: What Advisors Should Know
January 14, 2026
In this Office Hours Wealth Planning episode, Senior Wealth Planners Patrick Schultz and Shelby Anderson discuss the growing use of online will and trust providers, when these services may be appropriate, the limitations advisors should be aware of, and why proper execution and legal review remain critical.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, December 2025
January 6, 2026
Stocks bounced around in December and turned in mixed results for the month. However, the major stock indices gained ground in Q4 and had another solid year of gains in 2025. Several indices ended the year near all-time highs. See Table 1 for December 2025, Q4, and YTD returns.
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Monthly Moves
Monthly Moves: Charting Our Strategies, December 2025
January 5, 2026
Equities continue to benefit from rising earnings and an accommodative Federal Reserve. In mid-December, the Fed cut the short-term rate by 25 basis points (bps) to 3.75%, its third reduction since September, as slowing job gains pushed unemployment to 4.6%.
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Office Hours
Understanding Probate: What Advisors Should Know
December 15, 2025
In the first episode of our Office Hours Wealth Planning series, Senior Wealth Planners Patrick Schultz and Shelby Anderson explore what probate is, why it occurs, and the key reasons many families choose to avoid it.
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Office Hours
Understanding Probate: What Assets Go Through Probate?
December 15, 2025
In the second episode of our Office Hours Wealth Planning series, Senior Wealth Planners Patrick Schultz and Shelby Anderson outline which assets are subject to probate, how title and beneficiary designations impact the process, and why misconceptions around wills and joint ownership often create estate planning pitfalls.
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