Market Moves
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.

Advisor Insights & Ideas
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.

Advisor Insights & Ideas
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.

Advisor Insights & Ideas
Best Ideas Series: Streamline Communications for Better Meetings
November 18, 2020
By: Clark Capital Management Group

Providing consistent communication during challenging markets can present a growth opportunity for advisors. In a study conducted by Invesco, 82% of investors who heard from their financial advisor during the start of the pandemic would be happy to refer their advisor to a friend or family member…

Market Moves
Market Moves: Charting Our Strategies, October 2020
November 10, 2020
By: Sean Clark, CFA®

In April, the market rallied sharply with the S&P 500 as it posted its biggest monthly gain since 1987, up 12.82%. Drivers for the rally included improving COVID-19 trends, slow re-opening plans for the economy, and possible treatments on the horizon. With earnings season in full swing, the number of buyback cancellations…