Monthly Moves: Charting Our Strategies, July 2024
August 6, 2024
By: Sean Clark, CFA®
Equities reversed last month’s reversal! Large-cap growth stocks lead the way, up nearly 6%, or more than 2x the gain in the equally weighted S&P 500 Index.
Market Update — Overreaction or Reality?
August 5, 2024
By: Sean Clark, CFA®
The market has reacted very negatively to macroeconomic data, which showed that the pace of economic activity has slowed in recent months. Read Chief Investment Officer Sean Clark’s latest Market Update.
Investor Market Update, July 2024
August 5, 2024
By: Glenn Dorsey, CFA®, CAIA®
July 30, 2024 Glenn Dorsey, CFA®, CAIA® SVP, Head of Client Portfolio Management
Clark Capital Management Group Named a 2024 Best Place to Work by Philadelphia Business Journal
August 5, 2024
By: Clark Capital Management Group
Philadelphia, PA, August 5, 2024—Clark Capital Management Group, an independent asset manager founded in 1986, has been named one of the 2024 Best Places to Work by the Philadelphia Business Journal in the large-size firm category.
2nd Quarter 2024 Economic and Capital Market Review
July 16, 2024
By: Glenn Dorsey, CFA®, CAIA® and Peter Eisenrich, CFA®
Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
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.