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…

Market Update
Election Day is Finally Over! Who Won?
November 4, 2020
By: Sean Clark, CFA®
November 4, 2020 | Mercifully, Election Day has finally come and gone. It is hard to imagine life without listening to...

Benchmark Review
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…