Investor Market Update, January 2024
January 26, 2024

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January 23, 2024 Glenn Dorsey, CFA®, CAIA® SVP, Head of Client Portfolio Management
Glenn Dorsey
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Market Outlook
2024 Market Outlook Commentary
January 25, 2024

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

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

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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

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

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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

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Live From Philly: Business Succession Planning and Beyond

Join us on May 14th as Senior Wealth Planner Patrick Schultz, J.D., CEPA® delves into the complex world of business succession planning. Whether your client is just starting to contemplate a sale or is deep in the process, you’ll walk away with actionable wealth planning insights to help ensure a smooth business transition for your clients.

Pending approval for one hour of CFP CE credit.

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