Investor Market Update, January 2024
January 26, 2024

By:
January 23, 2024 Glenn Dorsey, CFA®, CAIA® SVP, Head of Client Portfolio Management
Glenn Dorsey
View This Post

Market Outlook
2024 Market Outlook Commentary
January 25, 2024

By:

Chief Investment Officer Sean Clark shares Clark Capital’s latest insights on what’s in store for the markets this upcoming year.

Sean Clark
View This Post

Gauging the Economy
4th Quarter Economic and Capital Market Review
January 23, 2024

By: and

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.

Glenn Dorsey
Peter Eisenrich View This Post

Monthly Moves
Monthly Moves: Charting Our Strategies, December 2023
January 8, 2024

By:

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.

Sean Clark
View This Post

Benchmark Review
Benchmark Review & Monthly Recap, December 2023
January 5, 2024

By: and

The last two months of 2023 drove returns in many parts of the market for the entire year.

Peter Eisenrich
Glenn Dorsey View This Post

Choose Category

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.

Stay Connected

Visit Us on Social Media:
Clark Capital LinkedIn Clark Capital Twitter
LinkedIn Twitter