Upcoming Webcast:
Live from Philly: Fixed Income Fireside Chat
Join us on Tuesday, March 16th at 11:00am EDT as Steve Grant, Co-Head of Fixed Income, and Glenn Dorsey, Head of Client Portfolio Management, share their perspectives on today’s bond markets and provide clear talking points to assist you in your conversations with clients.
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 MoreBest Ideas Series: Streamline Communications for Better Meetings
November 18, 2020Providing consistent communication during challenging markets can present a growth opportunity for advisors. In a study conducted by Invesco, 82% of investors who heard from their financial advisor during the start of the pandemic would be happy to refer their advisor to a friend or family member…
Read MoreMarket Moves: Charting Our Strategies, October 2020
November 10, 2020In April, the market rallied sharply with the S&P 500 as it posted its biggest monthly gain since 1987, up 12.82%. Drivers for the rally included improving COVID-19 trends, slow re-opening plans for the economy, and possible treatments on the horizon. With earnings season in full swing, the number of buyback cancellations…
Read More
Election Day is Finally Over! Who Won?
November 4, 2020November 4, 2020 | Mercifully, Election Day has finally come and gone. It is hard to imagine life without listening to... Read More
Benchmark Review & Monthly Recap, October 2020
November 3, 2020More Tricks Than Treats as Stocks Drop to Close Out October HIGHLIGHTS: The last week of October pushed equities into negative…
Read MoreClark Capital Management Group Wins Asset Manager of the Year (Mid-Size) and Distribution Excellence at the 2020 MMI/Barron’s Industry Awards
October 26, 2020CONTACT: Patty Quinn McAuley Office: 215-569-2224 Cell: 267-632-1245 pquinn@ccmg.com Firm is Recognized for Its Commitment to Helping Advisors and Their Clients…
Read More3Q 2020— Coronavirus Pandemic Feeds Dislocations Between Winners and Losers
October 20, 20202020 has proven to be the one of the most turbulent and challenging years in recent memory and for many investors,…
Read More3Q 2020 SMA Fixed Income Commentary
October 19, 2020If the health of the U.S. economy remains on solid ground, then the speed and direction of the Fed policy change this year is quite interesting.
Read More3Q 2020 — Tax-Free Fixed Income
October 19, 2020A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.
Read More3Q 2020— Taxable Fixed Income
October 19, 2020Jamie MullenSenior Portfolio Manager In Bonds, No One Can Hear You Scream: The Sequel “In Bonds, No One Can Hear You... Read More
