The Bond Blueprint
July 12, 2024
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn shares how bonds build value over time, even when prices go up or down.
2024 Mid-Year Market Outlook Commentary
July 10, 2024
By: Sean Clark, CFA®
Chief Investment Officer Sean Clark shares Clark Capital’s latest insights on what’s in store for the markets this upcoming year.
Monthly Moves: Charting Our Strategies, June 2024
July 8, 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.
Benchmark Review & Monthly Recap, June 2024
July 2, 2024
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
The rebound in stocks continued in June after solid gains in May, but it was more narrowly focused on large-cap growth companies. For a recap of the month, read our latest Benchmark Review.
2024 Mid-Year Market Outlook Resource Center
July 1, 2024
By: Sean Clark, CFA®
Visit the Mid-Year Market Outlook Resource Center to watch the replay of Clark Capital’s 2023 Mid-Year Market Outlook, download the slides, and discover investing ideas for 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.