Office Hours
Preparing for the Estate and Gift Tax Exemption Sunset
October 24, 2024
By: Patrick Schultz, J.D., CEPA®

In this episode of Office Hours, Senior Wealth Planner Patrick Schultz shares how advisors can effectively prepare their high net worth clients for the impending sunset of the estate and gift tax exemption.

Press Release
Clark Capital Management Group Wins 2024 Asset Manager of the Year
October 23, 2024
By: Clark Capital Management Group

Philadelphia, PA, Oct 23, 2024 — Clark Capital Management Group, an independent asset manager founded in 1986, has been named Asset Manager of the Year (AUM between $25-$100 billion) by the Money Management Institute (MMI) and Barron’s.

Gauging the Economy
3rd Quarter 2024 Economic and Capital Market Review
October 22, 2024
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.

Monthly Moves
Monthly Moves: Charting Our Strategies, September 2024
October 7, 2024
By: Sean Clark, CFA®

Equities reversed last month’s reversal! Large-cap growth stocks lead the way, up nearly 6%, or more than 2x the gain in the equally weighted S&P 500 Index.

Benchmark Review
Benchmark Review & Monthly Recap, September 2024
October 3, 2024
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

The three major U.S. stock indices put in new all-time highs during the third quarter with September culminating in broad equity gains. For a recap of the month, read our latest Benchmark Review.