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: 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.