2024 Market Outlook Resource Center
November 28, 2023
By: Sean Clark, CFA®
Visit the Mid-Year Market Outlook Resource Center to watch the replay of Clark Capital’s 2023 Mid-Year Market Outlook, download the slides, and discover investing ideas for today’s markets.
Monthly Moves: Charting Our Strategies, October 2023
November 7, 2023
By: Sean Clark, CFA®
Despite strong economic growth, fears surrounding higher rates for longer, geopolitical events and a ballooning federal deficit plagued the market.
Benchmark Review & Monthly Recap, October 2023
November 6, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
The first month of the fourth quarter started on a down note as recent equity weakness continued. Stocks dropped for the third straight month in October.
3rd Quarter Economic and Capital Market Review
October 10, 2023
By: Glenn Dorsey, CFA®, CAIA® and Peter Eisenrich, CFA®
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.
Monthly Moves: Charting Our Strategies, September 2023
October 9, 2023
By: Sean Clark, CFA®
Equity markets continued their decline in September as both nominal and real interest rates reached multi-year highs despite August’s decline in Core Personal Consumption Expenditures (PCE) inflation to 3.9% year over year.
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.