The Bear Market Survival Guide: Three Key Tenets to Help Your Clients Stay on Track
July 1, 2022
By: Clark Capital Management Group
A bear market, which is defined as stocks falling 20% from the prior high, is now upon us. In moments like this, it is completely normal for investors to experience doubt and fear as markets continue to decline.
Investor Market Outlook: Webcast Replay
June 27, 2022
By: Glenn Dorsey, CFA®, CAIA®
In this webcast replay, Head of Client Portfolio Management Glenn Dorsey, CFA®, CAIA® shares our latest economic insights and discusses our expectations for the second half of the year.
2022 Mid-Year Market Outlook Commentary
June 15, 2022
By: Sean Clark, CFA®
Chief Investment Officer Sean Clark shares Clark Capital’s latest insights on what’s in store for the markets in the second half of the year.
2022 Mid-Year Market Outlook Resource Center
June 15, 2022
By: Sean Clark, CFA®
Visit the Mid-Year Market Outlook Resource Center to watch the replay of Clark Capital’s 2022 Mid-Year Market Outlook, download the slides, and discover investing ideas for today’s markets.
Monthly Moves: Charting Our Strategies, May 2022
June 7, 2022
By: Sean Clark, CFA®
The selling pressure that had materialized over the past couple months continued for much of May, with the S&P 500 falling 5.6% through May 20th.
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.