By: Patty Quinn McAuley, CFP®
Three Ways Income Planning Can Help Your Clients Make Better Decisions
November 24, 2020As our industry begins to address the income needs of the aging baby boomer population, arming clients with a personalized income roadmap can help them stay on the right track to reach their desired outcomes.
Read MoreClark Capital Named PSN Top Guns Manager of the Decade
March 20, 2018CONTACT: Patty Quinn McAuley Office: 215-569-2224 Cell: 267-632-1245 pquinn@ccmg.com Navigator® International ADR Recognized as Top International Equity SMA Philadelphia, PA, March…
Read MoreClark Capital Wins 2018 Lipper Award for Navigator® Tactical Fixed Income Fund
February 28, 2018CONTACT: Patty Quinn McAuley Office: 215-569-2224 Cell: 267-632-1245 pquinn@ccmg.com Named Best 3 Year Fund in Alternative Credit Focus Funds Category Philadelphia,…
Read MoreClark Capital Provides Ownership to All Employees
December 13, 2017CONTACT: Patty Quinn McAuley Office: 215-569-2224 Cell: 267-632-1245 pquinn@ccmg.com Continues to Strengthen Firm with New Hires and Promotions Philadelphia, PA, December…
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Clark Capital Management Earns Envestnet’s Strategist of the Year Honor
May 8, 2017CONTACT: Patty Quinn McAuley Office: 215-569-2224 Cell: 267-632-1245 pquinn@ccmg.com Philadelphia, PA, May 8, 2017 — Clark Capital Management Group, an independent…
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What Clients Want: The Case for Collaborative Portfolio Construction
April 5, 2017These days, the DIY attitude has spread across industries and, more than ever, people are taking on projects themselves that historically…
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Health Tracking vs. Wealth Tracking
November 9, 2016Surprising Results on Fitness Trackers & Implications for Investing A new study released this September in the Journal of the American…
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Delivering Anxiety-Adjusted Returns with a Time Segmented Approach
November 2, 2016Time and time again, advisors say their largest challenge is managing client emotions. If clients are unhappy or anxious about their…
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High Yields: Love ‘em if You Can Leave ‘em
August 19, 2016Investor demand for high yield debt has been strong in recent months. And even though spreads have come down and the…
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Is Your Client a Modern-Day Sisyphus?
July 14, 2016Three Ways to End the Vicious Cycle In Greek mythology, the gods punished King Sisyphus for bad behavior by forcing him…
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Gain over Pain: Helping Investors Stay in the Game
June 1, 2016Our Two Primary Motivators Are Not Equal Psychologists assert that all human motivation can be divided into two categories: gain and…
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Collaboration — the New Model for High-Net-Worth Investors?
April 28, 2016Portfolio Construction Evolved If you’re seeking to grow your high-net-worth client base, I’d like to propose a new framework for the…
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These are Times When Great Investors Shine
March 15, 2016These are Times When Great Investors Shine February 25, 2016 – etftrends.com In mid-January, the phrase “sell stocks” hit its highest…
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These Are the Times When Great Advisors Shine
February 11, 2016In mid-January, the phrase “sell stocks” hit its highest search frequency since 2008 (the year of the financial crisis) according to…
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Commit to a Great Communication Strategy in 2016
January 12, 2016Over the holidays, I spent a week in Tulum, Mexico on the Yucatan Peninsula. While communication best practices might not be…
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Managing Fixed Income in a Changing Interest Rate Environment
November 9, 2015Tired of the constant chatter about where interest rates are headed and what will happen when they finally rise? We’ve compiled…
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To Personalize Investments, Start with a Process
November 6, 2015It’s pretty widely accepted that all types of consumers today are demanding products and services that cater specifically to their unique…
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Three Ways Income Planning Can Help Your Clients Navigate The Future
September 9, 2015Today’s investor has an average of 3.6 relationships with financial services providers.1 While diversifying among asset classes is one of the…
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Active, Passive and Personal
July 27, 2015Building Better Investment Strategies by Putting the Client First Our Chief Investment Officer, Sean Clark, recently participated in a panel at…
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Why It’s Time to Stop Reading About Robo Advisors
June 10, 2015It’s always a good idea to evaluate your industry’s competitive landscape. You’ll probably learn a lot in the process and might…
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