Benchmark Review & Monthly Recap, November 2023
December 6, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
The 3-month losing streak for stocks ended with a solid recovery during November. More dramatically, bonds rebounded strongly during the month as yields dropped sharply from multi-year highs hit in October.
2024 Market Outlook Resource Center
November 28, 2023
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.
Monthly Moves: Charting Our Strategies, October 2023
November 7, 2023
By: Sean Clark, CFA®
Despite strong economic growth, fears surrounding higher rates for longer, geopolitical events and a ballooning federal deficit plagued the market.
Benchmark Review & Monthly Recap, October 2023
November 6, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
The first month of the fourth quarter started on a down note as recent equity weakness continued. Stocks dropped for the third straight month in October.
3rd Quarter Economic and Capital Market Review
October 10, 2023
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: 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.