Holiday Reflection: Our Year in Review
December 20, 2023
By: Clark Capital Management Group
During this holiday season and time of reflection, we’ve put together a short year in review to take a look back at all of things we have been able to achieve together.
The Fed Pivot
December 19, 2023
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn discusses the recent Fed Pivot.
Market Update — Fed Pivot 2023
December 14, 2023
By: Sean Clark, CFA®
The Fed left rates unchanged for the third consecutive FOMC meeting and signaled that rate hikes are finished, priming the market for rate cuts to come in 2024. Read Chief Investment Officer Sean Clark’s latest Market Update.
Monthly Moves: Charting Our Strategies, November 2023
December 12, 2023
By: Sean Clark, CFA®
After three months of negative returns, a strong U.S. economy, lower rates, and moderating inflation contributed to the outsized rally in November.
Benchmark Review & Monthly Recap, November 2023
December 6, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
The 3-month losing streak for stocks ended with a solid recovery during November. More dramatically, bonds rebounded strongly during the month as yields dropped sharply from multi-year highs hit in October.
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.