Advisor Insights & Ideas
The Bear Market Survival Guide: Three Key Tenets to Help Your Clients Stay on Track
July 1, 2022

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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.


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Market Update
Investor Market Outlook: Webcast Replay
June 27, 2022

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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.

Glenn Dorsey
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Market Outlook
2022 Mid-Year Market Outlook Commentary
June 15, 2022

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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.

Sean Clark
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Market Outlook
2022 Mid-Year Market Outlook Resource Center
June 15, 2022

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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.

Sean Clark
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Monthly Moves
Monthly Moves: Charting Our Strategies, May 2022
June 7, 2022

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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.

Sean Clark
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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.

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