Helping you navigate the market's twists and turns.
LIVE FROM PHILLY
ADVISOR EVENT
Date
February 19th, 2025
TIME
11:00 am EST
TOPIC
This session aims to equip financial advisors with the behavioral tools to help their clients make better decisions at the most critical times. Approved for one hour of CFP® CE.
Featured
Market Outlook, Market Updates, Uncategorized
2025 Market Outlook Commentary
January 27, 2025
2024 was a banner year for risk assets, but the rising tide did not lift all boats equally.
Learn More
Market Outlook
2025 Market Outlook Resource Center
January 17, 2025
2024 was a banner year for risk assets, but the rising tide did not lift all boats equally.
Learn More
Office Hours
Stock Sales vs. Asset Sales
January 27, 2025
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.
Learn More
Office Hours
The Tax Benefits of Qualified Small Business Stock
January 27, 2025
In this episode of Office Hours, Senior Wealth Planner Patrick Schultz breaks down IRS Section 1202, Qualified Small Business Stock, and shares the five specific requirements for eligibility.
Learn More
Office Hours
How the Market Values a Business
January 27, 2025
In this episode of Office Hours, Senior Wealth Planner Patrick Schultz shares how the market values a business, and how you can help business owners understand the worth of their company.
Learn More
Gauging The Economy
4th Quarter 2024 Economic and Capital Market Review
January 23, 2025
Learn More
Market Outlook
2025 Market Outlook Resource Center
January 17, 2025
2024 was a banner year for risk assets, but the rising tide did not lift all boats equally.
Learn More
Monthly Moves
Monthly Moves: Charting Our Strategies, December 2024
January 6, 2025
Albeit a small gain in mostly interest rate agnostic U.S. large-cap growth stocks, stocks broadly declined in December as the U.S. Central Bank gave investors a “hawkish cut” of 0.25% in the fed funds rate to 4.50%.
Learn More
Advisors: Subscribe to receive our latest insights, market updates, and invites to our award-winning webcast series.
You can unsubscribe to any or all of the communications at any time by clicking the “Unsubscribe” link that appears in every email we send. Clark Capital fully complies with all U.S. CAN-SPAM laws.
