Clark Capital Management Group Establishes Client Portfolio Management Team
May 11, 2016
By: Clark Capital Management Group
CONTACT: Kina Simeone Clark Office: 215-569-2224 Cell: 610-909-1907 kina@ccmg.com Taps Curian Executive to Enhance Advisor and Client Experience Philadelphia, PA, May…
Relative Strength: A Valued Investment Factor
November 11, 2015
By: David Rights and Mason Wev, CFA®, CMT
IN BRIEF The effectiveness of Relative Strength has been well researched and has been persistent over long periods of time and…
Clark Capital Management Group Appoints National Sales Manager
October 2, 2015
By: Clark Capital Management Group
CONTACT: Kina Simeone Clark Office: 215-569-2224 Cell: 610-909-1907 kina@ccmg.com Sales Leadership Team Expanded to Support Growing Demand for Client-Centered Investments Philadelphia,…
Clark Capital Management Group to Sell Its Turnkey Asset Management Program Assets to AssetMark
June 24, 2015
By: Clark Capital Management Group
CONTACT: Kina Simeone Clark Office: 215-569-2224 Cell: 610-909-1907 kina@ccmg.com Philadelphia, PA, June 25, 2015 — Clark Capital Management Group, an independent,…
Clark Capital Receives SmartCEO Magazine Family Business Award
June 15, 2015
By: Clark Capital Management Group
CONTACT: Kina Simeone Clark Office: 215-569-2224 Cell: 610-909-1907 kina@ccmg.com The American Dream Clark Capital Management Group is an investment advisory firm…
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.