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- Zack Dukich’s Team
Posts by category
- Category: Benchmark Review & Monthly Recap
- Benchmark Review & Monthly Recap, March 2019
- Benchmark Review & Monthly Recap, February 2019
- Benchmark Review & Monthly Recap, January 2019
- Benchmark Review & Monthly Recap, December 2018
- Benchmark Review & Monthly Recap, November 2018
- Benchmark Review & Monthly Recap, October 2018
- Benchmark Review & Monthly Recap, September 2018
- Benchmark Review & Monthly Recap, August 2018
- Benchmark Review & Monthly Recap, July 2018
- Benchmark Review & Monthly Recap, June 2018
- Benchmark Review & Monthly Recap, May 2018
- Benchmark Review & Monthly Recap, April 2018
- Benchmark Review & Monthly Recap, March 2018
- Benchmark Review & Monthly Recap,February 2018
- Benchmark Review & Monthly Recap, January 2018
- Benchmark Review & Monthly Recap, December 2017
- Benchmark Review & Monthly Recap, November 2017
- Benchmark Review & Monthly Recap, October 2017
- Benchmark Review & Monthly Recap, September 2017
- Benchmark Review & Monthly Recap, August 2017
- Benchmark Review & Monthly Recap, July 2017
- Benchmark Review & Monthly Recap, June 2017
- Benchmark Review & Monthly Recap, May 2017
- Benchmark Review & Monthly Recap, April 2017
- Benchmark Review & Monthly Recap, March 2017
- Benchmark Review & Monthly Recap, February 2017
- Benchmark Review & Monthly Recap, January 2017
- Benchmark Review & Monthly Recap, December 2016
- Benchmark Review & Monthly Recap, November 2016
- Benchmark Review & Monthly Recap, October 2016
- Benchmark Review & Monthly Recap, September 2016
- Benchmark Review, August 2016
- Benchmark Review, July 2016
- Benchmark Review, June 2016
- Benchmark Review, May 2016
- Benchmark Review, April 2016
- Benchmark Review, March 2016
- Benchmark Review, February 2016
- Benchmark Review, January 2016
- Benchmark Review, December 2015
- Benchmark Review, November 2015
- Benchmark Review, October 2015
- Benchmark Review, September 2015
- Benchmark Review, August 2015
- Benchmark Review, July 2015
- Benchmark Review, June 2015
- Benchmark Review, May 2015
- Benchmark Review, April 2015
- Benchmark Review, March 2015
- Benchmark Review, February 2015
- Benchmark Review, January 2015
- Benchmark Review, December 2014
- Benchmark Review, November 2014
- Benchmark Review, October 2014
- Benchmark Review, September 2014
- Benchmark Review, August 2014
- Benchmark Review, July 2014
- Benchmark Review, June 2014
- Benchmark Review, May 2014
- Benchmark Review, April 2014
- Benchmark Review, March 2014
- Category: Career Opportunities
- Category: Chart of the Month
- Is Excessive Speculation Brewing in Small Caps?
- Should U.S. Treasuries Be Considered High Yield?
- Implications of the Flattening Yield Curve
- Oil and Money Don’t Mix
- Paranormal Activity: Investors Continue to Pile Into Bonds
- Are U.S. Treasuries Undervalued?
- Trimming the Fat Without Losing the Muscle
- S&P 500 to Fed: “You Really Got a Hold on Me”
- What Will Happen When QE3 Ends?
- Is the Stock Market Overvalued?
- Category: Commentaries
- 2Q 2017 — A Reversal of Fortunes
- Category: 401(k)
- Category: Domestic & Int'l Equity | Tony Soslow
- 1Q 2019 — Slower Bad, Slow Good
- 4Q 2018 — Ignoring the Deafening Noise
- 3Q 2018 — To Infinity and Beyond!
- 2Q 2018 — The Dilemma of Success
- 1Q 2018 — The Old Normal Copy
- 1Q 2018 — The Old Normal
- 4Q 2017 — Fearless
- 3Q 2017 — Indian Summer
- 2Q 2017 — Exit Strategy?
- 1Q 2017 — Mission Accomplished?
- 4Q 2016 — From Tea Party Revolution to…The War of Aggression
- 3Q 2016 — Fire and Water
- 2Q 2016 — Perspective
- 1Q 2016 — Flip-Flopping Fed
- 4Q 2015 — State of the Portfolio. Ten for 2015.
- 3Q 2015 — Rip Off the Band-Aid!
- 2Q 2015 — Traffic Jams
- 1Q 2015 — You Couldn’t Pay Me!
- 4Q 2014 — From Russia With Love
- 3Q 2014 — A New Beginning?
- 2Q 2014 — Winter Is Coming
- 1Q 2014 — It’s Value Not Quality
- Category: International Equity/ADR
- 1Q 2019 — International Equity Continues to Shine in 2019
- 4Q 2018 — International Equity Remains a Value Opportunity
- 3Q 2018 — ADR Extends Lead Into Second Decade
- 2Q 2018 — ADR Steady into Its Second Decade
- 1Q 2018 — ADR Begins Second Decade
- 3Q 2017 — ADR Advances, Quality Bias Limits Gains
- 2Q 2017 — ADR Performance Strong vs. Index
- 1Q 2017 — ADR’s Quality/Value Bias Remains Compelling
- 4Q 2016 — Compelling
- 3Q 2016 — ADR’s Slight Shift toward Emerging Markets Enhances Return/Risk Trade-Off
- 2Q 2016 — ADR’s Quality Focus Helps Navigate Brexit Turmoil
- 1Q 2016 — Emerging Markets Rebound Leaves ADR Behind for the First Quarter
- 4Q 2015 — ADR Avoids Emerging Markets
- 3Q 2015 — International/ADR Extends Lead Over Broad Measures
- 2Q 2015 — Despite China Exposure, International/ADR Gains
- 1Q 2015 — International/ADR Equities Soar
- 4Q 2014 — Long Trends Keep International/ADR Strategy Positive
- 3Q 2014 — Quality Focus Protects ADR Strategy
- 2Q 2014 — Robust M&A Activity Propels ADR Strategy
- 1Q 2014 — ADR/International Equity Steady
- Category: U.S. All Cap Core
- 1Q 2019 — Value and Quality Characteristics Remain Solid in All Cap
- 4Q 2018 — All Cap’s Quality and Value Characteristics Remain Solid
- 3Q 2018 — All Cap’s Quality Basis Dampens Performance
- 2Q 2018 — Semiconductor Capital Equipment Transition Tempers All Cap
- 1Q 2018 — All Cap Starts Positive — Barely
- 4Q 2017 — All Cap’s Performance Lead Widens
- 3Q 2017 — All Cap’s Performance Lead Continues to Widen
- 2Q 2017 — All Cap’s Performance Lead Widens
- 1Q 2017 — All Cap’s Quality Bias Offsets Lower Cap Holdings
- 4Q 2016 — Value and Quality Drive All Cap
- 3Q 2016 — All Cap’s Undervalued, Lower Risk Holdings Represent Opportunity
- 2Q 2016 — Consumer Heavy All Cap Lags
- 1Q 2016 — Balanced Capitalization Exposure Harms All Cap
- 4Q 2015 — All Cap Outperforms Despite Small and Mid Cap Exposure
- 3Q 2015 — Quality Exposure Helps All Cap
- 2Q 2015 — M&A Activity Aids All Cap
- 1Q 2015 — All Cap Runs Higher
- 4Q 2014 — All Cap Keeps Pace
- 3Q 2014 — All Cap Trails
- 2Q 2014 — All Cap Keeps Pace
- 1Q 2014 — All Cap Shines
- Category: U.S. Small Cap Core
- 1Q 2019 — Small Cap Rallies with Value and Quality
- 4Q 2018 — Small Cap Maintains 5-Year Advantage
- 3Q 2018 — Small Cap’s Quality Bias Provides Drag
- 2Q 2018 — Navigator Small Cap’s Quality Bias Povides Drag
- 1Q 2018 — Navigator Small Cap Slightly Outpaces Benchmark
- 4Q 2017 — Navigator Small Cap Keeps Pace with Benchmark
- 3Q 2017 — Navigator Small Cap Catches Russell
- 2Q 2017 — Navigator Small Cap Keeps Pace in Expensive Market
- 1Q 2017 — Quality Holdings Boost Small Cap
- 4Q 2016 — M&A Wins Help Navigator Small Cap
- 3Q 2016 — Small Cap’s Value/Quality Bias Limits Gains
- 2Q 2016 — Technology/Industrials Weigh on Small Cap
- 1Q 2016 — Small Cap Avoids Health Care for Gains
- 4Q 2015 — Quality Industrials Pace Small Cap
- 3Q 2015 — Financials Help Small Cap Outpace Indices
- 2Q 2015 — Small Cap Slips Slightly
- 1Q 2015 — Small Cap’s Start Strong
- 4Q 2014 — Small Cap’s Solid Year
- 3Q 2014 — Small Cap Retreats Less
- 2Q 2014 — Small Cap Pushes Ahead
- 1Q 2014 — Small Cap Almost Even
- Category: U.S. SMID Cap Core
- 1Q 2019 — SMID Steady as Russell 2500 Gallops Ahead
- 4Q 2018 — Compelling Opportunities in SMID Cap
- 3Q 2018 — SMID Remains Slow but Steady
- 2Q 2018 — SMID Starts Sixth Year Slowly
- 1Q 2018 — SMID Cap Celebrates Five-Year Anniversary with Continued Gains
- 3Q 2017 — Tech and Consumer Drive SMID Higher
- 2Q 2017 — SMID Maintains Performance Lead Over Russell 2500
- 1Q 2017 — SMID Cruises in to Four Year Anniversary
- 4Q 2016 — SMID Gains from Market’s Renewed Growth Focus
- 3Q 2016 — SMID Misses High Beta Gains
- 2Q 2016 — SMID Rests after Three Year Anniversary Gain
- 1Q 2016 — SMID Nails Three Year Anniversary!
- 4Q 2015 — SMID Approaches Its New Three Year Anniversary
- 3Q 2015 — SMID Expensive?
- 2Q 2015 — SMID Pushes Higher
- 1Q 2015 — SMID Achieves Steady Gains
- 4Q 2014 — SMID Matches Gains
- 3Q 2014 — SMID Still Outpacing Russell 2000
- 2Q 2014 — SMID Extends Lead
- 1Q 2014 — SMID’s Long-term Overnight Success!
- Category: Fixed Income SMA
- 1Q 2019 — Tax-Free Fixed Income
- 1Q 2019— Taxable Fixed Income
- Q1 2019 SMA Fixed Income Commentary— Winter is Coming for Game of Thrones Fans, but is it Spring for Fixed Income?
- 4Q 2018 — Tax-Free Fixed Income
- 4Q 2018 — Taxable Fixed Income
- 4Q 2018 — Fixed Income Underdogs are the Champs of 2018
- 3Q 2018 — Tax-Free Fixed Income
- 3Q 2018 — Taxable Fixed Income
- 3Q 2018 — It’s the Final Countdown…
- 2Q 2018 — The Rates Market Was Kung Fu Fighting
- 1Q 2018 — Lawyers, Guns and Tariffs
- 4Q 2017 — Sweet Dreams
- 3Q 2017 — “The Waiting” Is the Hardest Part (Tom Petty)
- 2Q 2017 — Do It Again
- 1Q 2017 — Go Your Own Way
- 4Q 2016 — Tears of a Fed
- 3Q 2016 — In Bonds, No One Can Hear You Scream
- 2Q 2016 — Central Banks Playing Chutes and Ladders
- 1Q 2016 — Central Banks Policies . . . Everyone Gets a Trophy
- 4Q 2015 — Yields of Dreams . . . If You Raise Them They Will Rise
- 3Q 2015 — The Good, the Bad and the Ugly…and the Rate Hike
- 2Q 2015 — “Greece” Is the Word
- 1Q 2015 — Europe Joins the QE Party
- 4Q 2014 — World Yields Ratchet Lower
- 3Q 2014 — The Yield Curve Flattens
- 2Q 2014 — The Race to Zero?
- 1Q 2014 — You Can Make Money in Bonds? Who Knew?
- Category: Tax-Free Fixed Income
- Category: Taxable Fixed Income
- Category: Fixed Income Total Return
- 1Q 2019 — Mirror Images
- 4Q 2018 — The Whiplash Market
- 3Q 2018 — Full Steam Ahead
- 1Q 2018 — Keep Calm and Carry On
- 4Q 2017 — Another Great Year in the Books
- 3Q 2017 — Party Like It’s . . .
- 2Q 2017 — Low Volatility = Too Much Complacency
- 1Q 2017 — Where Did the Volatility Go?
- 4Q 2016 — A Great Year for High Yield . . . as Predicted
- 3Q 2016 — High Yield — Party Like It’s…
- 2Q 2016 — Brexit, Not Our Problem
- 1Q 2016 — Who’s Afraid of Volatility?
- 4Q 2015 — Finally, Now What?
- 3Q 2015 — Fed Passes on Rate Hike and Volatility Arises
- 2Q 2015 — Stay with Credits
- 1Q 2015 — Global Stimulus Drives Yields Lower
- 4Q 2014 — How Low Can Yields Go?
- Year-End Update, Fixed Income Total Return
- 3Q 2014 — Treasuries Reign Supreme
- 2Q 2014 — Against All Odds
- 1Q 2014 — Credit Dominates Again
- 4Q 2013 — Under Pressure
- Category: Global Equity ETF
- 3Q 2015 — Global Turmoil While the U.S. Market Stays Hooked on Low Rates
- 2Q 2015 — A Pinch of Greece and aDash of China = Volatility
- 1Q 2015 — The Dollar is King
- 4Q 2014 — A Fractured Market
- 3Q 2014 — Dollar Strength Derails Global Advance
- 2Q 2014 — Marching to the Beat of Fed Liquidity
- 1Q 2014 — Stuck in the Mud
- Category: Global Equity ETF Hedged
- 1Q 2016 — A Tale of Two Halves
- 3Q 2015 — Global Turmoil While the U.S. Market Stays Hooked on Low Rates
- 2Q 2015 — A Pinch of Greece and aDash of China = Volatility
- 1Q 2015 — The Dollar is King
- 4Q 2014 — A Fractured Market
- 3Q 2014 — Dollar Strength Derails Global Advance
- 2Q 2014 — Marching to the Beat of Fed Liquidity
- 4Q 2013 — Stuck in the Mud
- Category: High Dividend Equity | Maira Thompson
- 1Q 2019— Second Wind for Dividend Stocks
- 4Q 2018 — A Return to Normal Volatility
- 3Q 2018 — The U.S. Goldilocks Period Continues…For Now
- 2Q 2018 — Made in America
- 1Q 2018 — Dividend Growers over the Long Run
- 4Q 2017 — Dividend Growers Post another Strong Year
- 3Q 2017 — Earnings and Dividend Growth Continues into Yearend
- 2Q 2017 — Strange Bedfellows: Strong Earnings, Lackluster Economic Data
- 1Q 2017 — Is the Market Rally Long in the Tooth?
- 4Q 2016 — Nothing Stays the Same but Change
- 3Q 2016 — Dividend Growers Take Center Stage
- 2Q 2016 — Stocks on Sale, Again
- 1Q 2016 — Growth vs Value
- 4Q 2015 — A Year of Uncertainty
- 3Q 2015 — Market Volatility Presents a Buying Opportunity
- 2Q 2015 — Mergers & Acquisitions at Record Levels in Q2
- 1Q 2015 — Fed Policy and Dividend Growers, Dividend Payers and Non Payers
- 4Q 2014 — Market Milestones
- 3Q 2014 — Dividends and the Aging Population
- 2Q 2014 — Demand for Dividends
- 1Q 2014 — Dividend and Earnings Growth
- Category: Kazatsky Corner
- Category: Multi-Strategy
- Category: Opportunity Update | Mason Wev
- 4Q 2018 — Fourth Quarter Lows Likely to be Retested, but Long-Term Valuation Picture Improved
- 3Q 2018 — Is the Economic Growth Cycle Too Slow and Steady to Become Imbalanced?
- 2Q 2018 — Cyclical Bull Market Trends Continue, Despite Worries It Is Long in the Tooth
- 1Q 2018 — The First Quarter Was Back to Normal
- 4Q 2017 — Bears’ Fears Are Only Imagined
- 3Q 2017 — Markets Are Telling Bears: Resistance Is Futile
- 2Q 2017 — It’s the Classic Slow Grind
- 3Q 2016 — A (Comparatively) Quiet Time for the Markets
- 2Q 2016 — Plenty of Fireworks
- 1Q 2016 — a Tale of Two Halves
- 3Q 2015 — Relative Strength Trends Remain Stable in the Face of August Correction
- 2Q 2015 — U.S. Economy in a Slow, Steady Uptrend
- 1Q 2015 — Will Europe and the Emerging Markets Drag Us Down?
- 4Q 2014 — Will the U.S. lead the world towards a recovery?
- 3Q 2014 — Narrowness of Market Predominates
- 2Q 2014 — Advances Across the Markets
- Category: Portfolio Perspectives
- Late Year Correction or Looming Bear Market?
- Take Five: 5 Questions on Recent Market Volatility
- How Will Mid-Term Elections Impact Municipal Bonds?
- Two Years and Too Fast
- Bond Market Disconnect: High Yields Delivered Despite Treasuries’ Tumult
- The Tax Law Changes and Their Impact on Debt Markets
- Adding to the Benefits of Diversification
- Returns of Active Bond Funds Stand Above Active Equity Funds
- Did the Trump Rally Move Value Stocks and Small Caps Too Far Too Fast?
- A Focus on Strategy Amid Volatility in Fixed Income
- Election Uncertainty: It’s Crunch Time.
- Argentina & Relative Strength
- Curing Two Ills with High Yield Bonds
- Trade Update: Navigator Fixed Income Total Return
- Weakness in High Yield Bonds Is Broad, and NOT Just Due to the Energy Sector
- Race to the Bottom
- Five Reasons to Hold High Yield in 2015
- A Guide to Understanding Maturity Buckets
- Six Reasons Why the End of Quantitative Easing May Not Lead to Higher Interest Rates
- Category: Unified Solutions
- Category: Market Outlook
- Category: Market Updates
- Yield Curve Inverts—Now What?
- Market Update – Midterms & Their Market Implications
- Perspective on Yesterday’s Selloff
- Navigating Mid-Term Elections: Smooth Sailing or Choppy Waters Ahead?
- Trade War or Tit for Tat?
- Does Anybody Remember What a Correction Feels Like?
- And So It Begins…
- Trump Wins, Trump Wins — Uh-Oh, What Now?
- Brexit Wins
- Running From Junk
- Global Turmoil While the U.S. Market Stays Hooked on Low Rates
- Stay Calm While Others Panic
- Greece and Puerto Rico Spark Global Volatility
- One Week Crush: What’s Next?
- Sell in May and Go Away?
- Top or Pause that Refreshes?
- Taper Rally
- Government Shutdown — What Does It Mean?
- Category: Navigator Insights
- What Clients Want: The Case for Collaborative Portfolio Construction
- Health Tracking vs. Wealth Tracking
- Delivering Anxiety-Adjusted Returns with a Time Segmented Approach
- High Yields: Love ‘em if You Can Leave ‘em
- Is Your Client a Modern-Day Sisyphus?
- Gain over Pain: Helping Investors Stay in the Game
- Collaboration — the New Model for High-Net-Worth Investors?
- These Are the Times When Great Advisors Shine
- Commit to a Great Communication Strategy in 2016
- Managing Fixed Income in a Changing Interest Rate Environment
- To Personalize Investments, Start with a Process
- Three Ways Income Planning Can Help Your Clients Navigate The Future
- Active, Passive and Personal
- Why It’s Time to Stop Reading About Robo Advisors
- Investment Trends Shaping Our Industry’s Future
- How Organization Promotes Successful Outcomes
- Time to Ratchet Up Risk Management?
- Personalized Risk Management: Helping Clients Make Smarter Decisions about Their Money
- Is It Time for Our Industry To Embrace Mass Personalization?
- Has Diversification Lost Its Luster?
- Are Bond Investors Turkeys?
- A Healthy Serving of Active and Passive
- Active vs. Passive: Are We Asking Ourselves the Wrong Question?
- Is Now the Time to Take Some Risk Off the Table?
- Liquid Alternatives – Here to Stay
- Spotlight on Sharpe Ratio
- Unconstrained Versus Nontraditional Bond Funds
- Understanding Duration Can Help You Navigate a Rising Rate Environment
- Bonds or Bond Funds in a Rising Rate Environment
- Will Floating Rates Rise to the Occasion?
- Is Diversification Out of Favor?
- Average Returns ≠ Compound Returns
- Navigating a Rising Rate Environment
- Liquid Alternatives
- Category: Navigator Reports
- Will the Bull Market Survive?
- BREXIT What? How Will It Affect Our Markets?
- Fourteen Corrections and Counting!
- It Was Something Else
- Did the Pause Refresh?
- A Pause That Refreshes or the Beginning of Something More Continued?
- A Pause That Refreshes or the Beginning of Something More?
- Aging, Raging Bull and the Seven Year Stretch
- Will this Bull Stumble and Then Run?
- The Eveready Market
- Do Things Really Ever Change?
- The Lost Decade Has Been Recovered!
- Unbelievable!
- Why This Time Is Different
- Record Highs: Is a Hangover Next?
- Category: Newsroom
- Category: On the Web
- Using Exchange-Traded Funds in Client Portfolios
- Can We Trust the Cheap Valuations in Emerging Markets This Time?
- Weakness in High Yield Bonds is Due to More Than Just the Energy Sector
- These are Times When Great Investors Shine
- Running from Junk
- Cheap Oil Prompts Debate on Best Investment Response
- Time for Investors to Simplify Their Bonds
- Four Reasons ETFs are Good for RIAs
- Category: Press Releases
- Clark Capital Announces Structural Enhancements to Operations and Business Development Teams
- Clark Capital Named PSN Top Guns Manager of the Decade
- Clark Capital Management Group Appoints Steven Grant and Jonathan Fiebach Co-Heads of Fixed Income
- Clark Capital Management Group Adds Larry Roth to Board of Directors
- Clark Capital Management Group Expands Distribution and Leadership Teams
- Clark Capital Management Group Welcomes Eric Kazatsky to Fixed Income Team
- Clark Capital Named PSN Top Guns Manager of the Decade
- Clark Capital Wins 2018 Lipper Award for Navigator® Tactical Fixed Income Fund
- Clark Capital Provides Ownership to All Employees
- Clark Capital Management Earns Envestnet’s Strategist of the Year Honor
- Clark Capital Names Brendan Clark New Chief Executive Officer
- Clark Capital Management Group Establishes Client Portfolio Management Team
- Clark Capital Management Group Appoints National Sales Manager
- Clark Capital Management Group to Sell Its Turnkey Asset Management Program Assets to AssetMark
- Clark Capital Receives SmartCEO Magazine Family Business Award
- Clark Capital Management Group Introduces the Navigator® Tactical Fixed Income Fund
- Clark Capital Management Group Introduces the Navigator® Personalized UMA
- Alceda and Clark Capital Launch Tactical Fixed Income Fund
- Clark Capital Management Group Hires Fiebach’s Main Point Advisors to Manage the Navigator Duration Neutral Bond Fund
- Clark Capital Management Group Appoints Anthony Soslow, CFA, as Senior Portfolio Manager
- Clark Capital Management Group Appoints Brendan Clark President
- Category: Television Appearances
- CNBC’s “Squawk on the Street” – March 31, 2014
- CNBC’s “Squawk on the Street” – October 14, 2013
- CNBC’s “Closing Bell” – June 24, 2013
- CNBC’s “Closing Bell” – March 28, 2013
- CNBC’s “Squawk on the Street” – March 12, 2013
- CNBC’s “Closing Bell” – January 28, 2013
- CNBC’s “Santelli Exchange” – December 17, 2012
- CNBC’s “Closing Bell” – May 9, 2012
- CNBC’s “Fast Money Halftime Report” – April 30, 2012
- Category: On the Web
- Category: Partner Outlook
- Category: Podcasts
- Category: Q&As and Definitions
- Category: Uncategorized
- Category: Videos
- Category: White Papers
Team Members
- Harry Clark, CFP®
- Brendan Clark, CFA®
- K. Sean Clark, CFA®
- Denise Clark Williams
- Tim McGarrity
- Christopher Cullen, CIMA®
- Joseph Bell
- Colene Clark Bittone
- Kina Simeone Clark
- Mark E. Patterson
- Conor Mullan
- Steven Grant, CFP®
- Robert A. Schlegel
- Patty Quinn McAuley, CFP®
- David J. Rights
- Tony Soslow, CFA®
- Maira F. Thompson
- Jamie Mullen
- Jon Fiebach
- Robert S. Bennett, Jr.
- John E. Clark, IV, CFP®, ChFC
- Mason Wev, CFA®, CMT
- Eric Kazatsky
- Alexander Meyer, CFA®
- Elizabeth Schoenberg
- Glenn Dorsey, CFA®, CAIA®
- Peter J. Eisenrich, CFA®
- Jim Way
- Paul Binnion
- John Archbold, CFA®
- Jim Shields, CIMA®
- Scott Swickard, CFA®
- Kevin Bellis, CFA®
- Marek Hlinka, CFA®
- Robert W. Keller, CFA®
- Brendan May
- Ryan Kenney, CIMA®, AIF®
- Jeffrey Boyanoski, CFP®
- Carter Hatch
- Brian Fitzgerald
- Ron Bittone
- Zack Dukich
- Jordan Rapoport
- Michael Cole, CFP®, CFS®
- Rick Parker
- Brett McAvoy
- Anthony Graves
- Zach Perch
- Tyler Marlatt
- Brian Wadley
- Karen Hornberger
- Jim Phelan
- Doug Anders, CFP®
- Len Oliveri
- Dave Marabella
- Mark Manos
- Edward Morris
- Rob Holmes
- Pete Hurley
- Daniel Barrus
- Connor Thompson
- Chris Allen
- Fran Hatton
- Krissy Millar
- Chris Everlof
- Keegan DeVoy
- Jake Whitmoyer
Strategies
- Global Balanced
- Global Balanced Hedged
- MultiStrategy
- Option Enhancement Strategy
- All Cap Core U.S. Equity
- Alternative
- Fixed Income Total Return
- Global Equity ETF
- Global Equity ETF Hedged
- Global Tactical
- High Dividend Equity
- High Dividend Equity Option
- International Equity Strategic Beta
- International Equity/ADR
- International Opportunity
- Small Cap Core U.S. Equity
- SMID Cap Core U.S. Equity
- Tax Free Fixed Income
- Taxable Fixed Income
- Taxable Fixed Income Core
- Tax-free Fixed Income Core
- U.S. Equity Strategic Beta
- U.S. Sector Opportunity
- U.S. Style Opportunity
Charities
- CityTeam
- Alzheimer's Association
- Children’s Bereavement Center of South Texas
- Vetri Community Partnership
- Sexual Assault Crisis Center – Fox Cities
- Cradles to Crayons
- Tour De Shore
- Pancreatic Cancer Action Network
- Squash Smarts
- Student-Run Emergency Housing Unit of Philadelphia
- The Orphaned Starfish Foundation
- SoldierStrong
- Help Rebuild Puerto Rico
- Children's Hospital of Philadelphia Buddy Walk
- Manna
- American Red Cross
- Blessings in a Backpack
- Minding Your Mind
- American Liver Foundation
- ACCT Philly
- THON
- Spintensity 200
- Jobs for Life
- Corporal Kevin James Reinhard Memorial Scholarship Fund
- Saved Me
- The Longest Day
- Challenger Athletics
- Wine To Water
- Bonnie Brae
- The Birthday Party Project
- Catholic Relief Services
- Pennsylvania United Medical Association
- United States Veterans Initiative
- Minds Matter Philadelphia
- Philadelphia Animal Welfare Society
- KSU Delta Zeta Lip Sync
- One Step Away
- Toys For Tots
- Boston Children's Hospital
- National Kidney Foundation
- Worldtown International
- Terri Lynne Lokoff Child Care Foundation
- Main Line Animal Rescue
- The Philadelphia Orchestra
- Mission Kids
- Labs with a Heart
- Operation Cookies From Home
- Wounded Warrior Project®
- Boston Medical Center
- The Katie Samson Foundation
- PMP Research Foundation
- The Erika Brannock Fund
- Nicole Frese Memorial Fund
- The Parkinson Council
- American Cancer Society
- Main Street Philanthropy
- The Children's Place
Team Categories
- Anthony Graves' Team
- Brett McAvoy's Team
- Brian Fitzgerald's Team
- Business Development Team
- Carter Hatch's Team
- CPM Team
- Executive Team
- FI Co-authors
- Investment Team
- Jeff Boyanoski's Team
- Jordan Rapoport's Team
- Lead Portfolio Managers
- Leadership Team
- Michael Cole's Team
- MS Co-authors
- Paul Binnion's Team
- Relative Strength
- Rick Parker's Team
- Ron Bittone's Team
- Ryan Kenney's Team
- Zack Dukich's Team
Allocations
- Alternative
- Alternative Diversifiers
- Core Fixed Income
- Core International Equity
- Core U.S. Equity
- Equity
- Fixed Income
- Multi-Asset Class
- Tactical International Equity
- Tactical U.S. Equity
