Market Moves: Charting Our Strategies, November 2020
December 8, 2020
By: Sean Clark, CFA®
Within the hard-hit consumer space, hotels, casinos, cruise lines and airlines rallied on the hope of a more positive 2021 outlook. In this market environment, a barbell approach seems appropriate within our bottom-up equity portfolios.
Best Ideas Series: Our Favorite Client Gifts and Socially Distanced Holiday Events
November 25, 2020
By: Clark Capital Management Group
As the holidays approach, it can be hard to find ways to stay connected with your clients in a socially distanced or virtual way. Here are some of our favorite ways that advisors are staying connected and showing appreciation to their clients this holiday season.
Three Ways Income Planning Can Help Your Clients Make Better Decisions
November 24, 2020
By: Patty Quinn McAuley, CFP®
As our industry begins to address the income needs of the aging baby boomer population, arming clients with a personalized income roadmap can help them stay on the right track to reach their desired outcomes.
Benchmark Review & Monthly Recap, October 2020
November 3, 2020
By: Glenn Dorsey, CFA®, CAIA® and Peter Eisenrich, CFA®
More Tricks Than Treats as Stocks Drop to Close Out October HIGHLIGHTS: The last week of October pushed equities into negative…
Clark Capital Management Group Wins Asset Manager of the Year (Mid-Size) and Distribution Excellence at the 2020 MMI/Barron’s Industry Awards
October 26, 2020
By: Clark Capital Management Group
CONTACT: Patty Quinn McAuley Office: 215-569-2224 Cell: 267-632-1245 pquinn@ccmg.com Firm is Recognized for Its Commitment to Helping Advisors and Their Clients…
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.