Benchmark Review & Monthly Recap, July 2022
August 4, 2022
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
Stocks behaved much better in July with gains across the board. As stocks advanced, volatility dropped to its lowest level since April.
The Relationship Between a Recession, the Economy, and the Stock Market
August 2, 2022
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn discusses the criteria used to determine a recession, as well as the possibility that the stock market has already discounted a recession — one that may or may not occur.
Clark Capital Management Group Named a 2022 Best Place to Work by Philadelphia Business Journal
August 2, 2022
By: Clark Capital Management Group
Philadelphia, PA, August 2, 2022—Clark Capital Management Group, an independent asset manager founded in 1986, has been named one of the 2022 Best Places to Work by the Philadelphia Business Journal in the large-size firm category.
Whitepaper: Benchmarking in the Passive Era
July 21, 2022
By: John Archbold, CFA®
One of the more durable impacts of the global financial crisis is the narrative that active managers, particularly in U.S. equity, have failed to consistently outperform benchmarks and justify their fees.
2nd Quarter Economic and Capital Market Review
July 12, 2022
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.
Live From Philly: Mastering Efficiency — Transform Your Practice with Time-Saving Strategies
Join us on July 24th at 11:00 a.m. ET as we welcome special guest Libby Greiwe, founder of the Efficient Advisor podcast. During this live webcast, Libby will share key strategies to help you stay organized, reduce stress, and effectively scale your practice. You’ll walk away with practical action items designed to enhance your business efficiency and growth, allowing you to work smarter, not harder.