Investor Market Update, January 2024
January 26, 2024
By: Glenn Dorsey, CFA®, CAIA®
January 23, 2024 Glenn Dorsey, CFA®, CAIA® SVP, Head of Client Portfolio Management
2024 Market Outlook Commentary
January 25, 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.
4th Quarter Economic and Capital Market Review
January 23, 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.
Monthly Moves: Charting Our Strategies, December 2023
January 8, 2024
By: Sean Clark, CFA®
After a long period of underperformance coinciding with Fed tightening and leading economic indicator (LEI) declines, small-cap U.S. equities staged a powerful move in both November and December.
Benchmark Review & Monthly Recap, December 2023
January 5, 2024
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
The last two months of 2023 drove returns in many parts of the market for the entire year.
Live From Philly: Mastering Efficiency — Transform Your Practice with Time-Saving Strategies
Join us on July 24th at 11:00 a.m. ET as we welcome special guest Libby Greiwe, founder of the Efficient Advisor podcast. During this live webcast, Libby will share key strategies to help you stay organized, reduce stress, and effectively scale your practice. You’ll walk away with practical action items designed to enhance your business efficiency and growth, allowing you to work smarter, not harder.