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.
Monthly Moves: Charting Our Strategies, June 2022
July 11, 2022
By: Sean Clark, CFA®
The S&P 500 Index declined in June (-7.5%), bringing the total year-to-date decline to -19.97%. Inflation and recession fears have weighed heavily on consumer confidence, which dropped to its lowest level in more than a year.
Benchmark Review & Monthly Recap, June 2022
July 6, 2022
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
Stocks and bonds took another step lower in June. The S&P 500 Index recorded its largest quarterly drop since the second quarter of 2020, and the first half of 2022 was the worst for this index since 1970.
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.