By: Patty Quinn McAuley, CFP®

Advisor Insights & Ideas
Three Ways Income Planning Can Help Your Clients Make Better Decisions
November 24, 2020

As 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.

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Press Release
Clark Capital Named PSN Top Guns Manager of the Decade
March 20, 2018

CONTACT: 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…

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Press Release
Clark Capital Wins 2018 Lipper Award for Navigator® Tactical Fixed Income Fund
February 28, 2018

CONTACT: 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,…

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Press Release
Clark Capital Provides Ownership to All Employees
December 13, 2017

CONTACT: 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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Press Release
Clark Capital Management Earns Envestnet’s Strategist of the Year Honor
May 8, 2017

CONTACT: 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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Navigator Insights
What Clients Want: The Case for Collaborative Portfolio Construction
April 5, 2017

These days, the DIY attitude has spread across industries and, more than ever, people are taking on projects themselves that historically…

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Navigator Insights
Health Tracking vs. Wealth Tracking
November 9, 2016

Surprising Results on Fitness Trackers & Implications for Investing A new study released this September in the Journal of the American…

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Navigator Insights
Delivering Anxiety-Adjusted Returns with a Time Segmented Approach
November 2, 2016

Time and time again, advisors say their largest challenge is managing client emotions. If clients are unhappy or anxious about their…

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Navigator Insights
High Yields: Love ‘em if You Can Leave ‘em
August 19, 2016

Investor demand for high yield debt has been strong in recent months. And even though spreads have come down and the…

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Navigator Insights
Is Your Client a Modern-Day Sisyphus?
July 14, 2016

Three Ways to End the Vicious Cycle In Greek mythology, the gods punished King Sisyphus for bad behavior by forcing him…

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Navigator Insights
Gain over Pain: Helping Investors Stay in the Game
June 1, 2016

Our Two Primary Motivators Are Not Equal Psychologists assert that all human motivation can be divided into two categories: gain and…

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Navigator Insights
Collaboration — the New Model for High-Net-Worth Investors?
April 28, 2016

Portfolio 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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On The Web
These are Times When Great Investors Shine
March 15, 2016

These 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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Navigator Insights
These Are the Times When Great Advisors Shine
February 11, 2016

In 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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Navigator Insights
Commit to a Great Communication Strategy in 2016
January 12, 2016

Over the holidays, I spent a week in Tulum, Mexico on the Yucatan Peninsula. While communication best practices might not be…

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Navigator Insights
Managing Fixed Income in a Changing Interest Rate Environment
November 9, 2015

Tired 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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Navigator Insights
To Personalize Investments, Start with a Process
November 6, 2015

It’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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Navigator Insights
Three Ways Income Planning Can Help Your Clients Navigate The Future
September 9, 2015

Today’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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Navigator Insights
Active, Passive and Personal
July 27, 2015

Building Better Investment Strategies by Putting the Client First Our Chief Investment Officer, Sean Clark, recently participated in a panel at…

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Navigator Insights
Why It’s Time to Stop Reading About Robo Advisors
June 10, 2015

It’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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