Holiday Reflection: Our Year in Review
December 20, 2021
By: Clark Capital Management Group
During this holiday season and time of reflection, we’ve put together a short year in review to take a look back at all of things we have been able to achieve together.
Clark Capital Management Group Celebrates its 35-Year Anniversary
December 9, 2021
By: Clark Capital Management Group
CONTACT: Patty Quinn McAuley Office: 215-569-2224 Cell: 267-632-1245 pquinn@ccmg.com Philadelphia-Based Firm Celebrates 35 Years of Serving Advisors and Their Clients Philadelphia,…
Market Moves: Charting Our Strategies, November 2021
December 6, 2021
By: Sean Clark, CFA®
Apart from large-cap growth stocks, all other broad equity measures declined in November as markets came to terms with rising inflation expectations and a transition in Fed policy.
Benchmark Review & Monthly Recap, November 2021
December 3, 2021
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
The wind came out of the sails of equities late in the month as news of the new Omicron variant emerged. For a recap of the month, read our latest Benchmark Review.
Commit to a Great Communications Strategy in 2022
November 29, 2021
By: Patty Quinn McAuley, CFP®
When it comes to being a financial advisor, great communication is paramount to your success. Here are three tips that can help you create a more meaningful client communication strategy in 2022.
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.