Benchmark Review & Monthly Recap, November 2020

Best Ideas Series: Our Favorite Client Gifts and Socially Distanced Holiday Events

Three Ways Income Planning Can Help Your Clients Make Better Decisions

Best Ideas Series: Streamline Communications for Better Meetings

Market Moves: Charting Our Strategies, October 2020

Election Day is Finally Over! Who Won?

Benchmark Review & Monthly Recap, October 2020

Clark Capital Management Group Wins Asset Manager of the Year (Mid-Size) and Distribution Excellence at the 2020 MMI/Barron’s Industry Awards

3Q 2020— Coronavirus Pandemic Feeds Dislocations Between Winners and Losers

3Q 2020 SMA Fixed Income Commentary

3Q 2020 — Tax-Free Fixed Income

3Q 2020— Taxable Fixed Income

3Q 2020 — Small Cap Rallies as Economic Conditions Continue to Improve

3Q 2020 — All Cap Focused on Re-Opening Trends

3Q 2020 — International Equity Continues to Shine in Third Quarter

3Q 2020 — The News Diet

3Q 2020 — SMID Remains Steady in Third Quarter

3Q 2020— Another Fickle Value Rally?

3Q 2020 — Despite Election-Related Concerns, Pro-Cyclical Leadership Persists

Market Moves: Charting Our Strategies, September 2020

3Q 2020 — Economic Growth Rebounds, but Risks Remain

Clark Capital and Archer Collaborate for Scalability

Benchmark Review & Monthly Recap, September 2020

Election Uncertainty Abounds, but History Can Help Ground Investors’ Nerves

Market Moves: Charting Our Strategies, August 2020

Benchmark Review & Monthly Recap, August 2020

Market Moves: Charting Our Strategies, July 2020

Clark Capital Management Group Named a Best Place to Work by Philadelphia Business Journal

Benchmark Review & Monthly Recap, July 2020

2Q 2020— COVID-19 Feeds Dislocations Between Winners and Losers

Market Moves: Charting Our Strategies, June 2020

2Q 2020 — Earnings Trough and Central Bank Support Points Towards More Potential Gains

2Q 2020— One for the Record Books

2Q 2020 — SMID Rebounds in a Big Quarter

2Q 2020 — Small Cap Rallies with Value and Quality

2Q 2020 — Diversified All Cap Gains

2Q 2020 — International Equity Continues to Shine in 2020

2Q 2020 — Weecovery

2Q 2020 — Whiplash

2Q 2020 SMA Fixed Income Commentary — “Whatever It Takes” Squared

2Q 2020 — Tax-Free Fixed Income

2Q 2020— Taxable Fixed Income

Benchmark Review & Monthly Recap, June 2020

2020 Mid-Year Market Outlook Commentary

Market Moves: Charting Our Strategies, May 2020

Volatility is Still Alive and Well – Perspective on Yesterday’s Selloff

2020 Mid-Year Market Outlook Resource Center

Benchmark Review & Monthly Recap, May 2020

Market Moves: Charting Our Strategies, April 2020

Benchmark Review & Monthly Recap, April 2020

Podcast: Economic Recovery Prospects | April 2020

1Q 2020— Quick, Dramatic Pain, but Long-Term Opportunity

1Q 2020— Coronavirus Pain: “Essential” Versus “Non-Essential”

So, Now What?

1Q 2020— Dividend Stocks Reset Expectations

1Q 2020 — International Equity’s Lower Risk Profile Shines

1Q 2020 — All Cap Focused on Survive and Thrive

1Q 2020 — Survival Requires Change

1Q 2020 — Small Cap Intensifies Balance Sheet Scrutiny

Market Moves: Charting Our Strategies, March 2020

1Q 2020 — Tax-Free Fixed Income

1Q 2020— Taxable Fixed Income

Q1 2020 SMA Fixed Income Commentary— The Economy: Saved by Zero

1Q 2020 — Survival Requires Change

1Q 2020 — Coronavirus Turmoil

Benchmark Review & Monthly Recap, March 2020

Into the Unknown

The Bond Blues

Special Edition of Market Moves: Charting Our Strategies

Clark Capital’s Response to COVID-19

Sunday Night Surprise

It is Always Darkest Before the Dawn

Clark Capital Wins 2020 Lipper Award for Navigator® Tactical Fixed Income Fund

A Perfect Storm: Pandemic, Petroleum and Politics

Benchmark Review & Monthly Recap, February 2020

Steady Hands in Turbulent Waters

Coronavirus Fears Wash Away New Market Highs

Market Moves: Charting Our Strategies, January 2020

Benchmark Review & Monthly Recap, January 2020

Coronavirus Catalyst

Market Moves: Charting Our Strategies, December 2019

4Q 2019— 2020 Should Be Highlighted by Stable Fed Policy & Election-Driven Opportunities

4Q 2019 — A Faster Gondola

4Q 2019 — Failed Recession Fears Highlight 2019’s Climb of the Wall of Worry

Q4 2019 SMA Fixed Income Commentary— 2020: Time to Play the Stimulus Music

4Q 2019— The Power of Dividends

4Q 2019 — Tax-Free Fixed Income

4Q 2019— Taxable Fixed Income

2020 Market Outlook Commentary

4Q 2019 — Small Cap Rallies with Russell 2000

4Q 2019 — Value and Quality Characteristics Continue to Drive All Cap Strategy

4Q 2019 — SMID Provides Long-Term Outperformance

4Q 2019 — International Equity Closes Out the Year Strong

2020 Market Outlook Resource Center

4Q 2019 — The “Everything Rally”

Benchmark Review & Monthly Recap, December 2019

Market Moves: Charting Our Strategies, November 2019

Benchmark Review & Monthly Recap, November 2019

Market Moves: Charting Our Strategies, October 2019

Benchmark Review & Monthly Recap, October 2019

3Q 2019— What Recession Worries? Stocks Enjoy Their Best First Three Quarters Since 1997

3Q 2019 — International Equity Continues Long-Term Outperformance

Market Moves: Charting Our Strategies, September 2019

3Q 2019 — SMID’s Value and Quality Bias Helps in Q3

3Q 2019 — Stepping on the Gas Heading Downhill

3Q 2019 — Value and Quality Characteristics Continue to Drive All Cap Strategy

3Q 2019 — Value Strategy Remains Compelling in Small Cap

3Q 2019— Taxable Fixed Income

Q3 2019 SMA Fixed Income Commentary— It’s All I Can Do to Keep Waiting for You…Negative Yields

3Q 2019 — Tax-Free Fixed Income

3Q 2019— A Fork in the Road?

3Q 2019 — Exaggerated Emotions: Investing in a Late Market Cycle

3Q 2019 — The Pivot is Now Complete

Benchmark Review & Monthly Recap, September 2019

Benchmark Review & Monthly Recap, August 2019

Yield Curve Inverts, Stocks Take a Tumble

Clark Capital Management Group Named a Best Place to Work by Philadelphia Business Journal

Benchmark Review & Monthly Recap, July 2019

From Fed Rate Cuts to Additional Tariffs

Delivering Better Outcomes: Today’s Top Advisors Are Doing These 3 Things

2Q 2019 — Range of Outcomes as Wide as Ever — but Be Sure to Include a Continuing Bull Market

2Q 2019 — SMID-Cap Steady

2Q 2019 — International Equity Continues to Shine in Second Quarter

2Q 2019 — Small Cap Rallies with Value and Quality

2Q 2019 — Value and Quality Characteristics ­Remain Solid in All Cap

2Q 2019 — Avalon

2Q 2019 — Tax-Free Fixed Income

2Q 2019— The Search for Yield Continues

Q2 2019 SMA Fixed Income Commentary— How Can You Just Leave Us Standing? Alone in a World with Rates so Low…

2Q 2019— Taxable Fixed Income

2Q 2019 — The Pivot is Almost Complete

Benchmark Review & Monthly Recap, June 2019

2019 Mid-Year Market Outlook Commentary

2019 Mid-Year Market Outlook Resource Center

Benchmark Review & Monthly Recap, May 2019

Late Year Correction or Looming Bear Market? Copy

Tweets, Threats and Tariffs: Global Markets React

Benchmark Review & Monthly Recap, April 2019

1Q 2019 — Value and Quality Characteristics ­Remain Solid in All Cap

1Q 2019 — Small Cap Rallies with Value and Quality

1Q 2019 — International Equity Continues to Shine in 2019

1Q 2019 — SMID Steady as Russell 2500 Gallops Ahead

1Q 2019 — Slower Bad, Slow Good

1Q 2019— Growing Late Cycle Concerns: V-Shaped Decline and Recovery

1Q 2019— Snapback Rally on Powell Pivot and Inverted Yield Curve Bookend Volatile Quarter

1Q 2019— Second Wind for Dividend Stocks

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?

1Q 2019 — Mirror Images

Benchmark Review & Monthly Recap, March 2019

Yield Curve Inverts—Now What?

Clark Capital Announces Structural Enhancements to Operations and Business Development Teams

Clark Capital Named PSN Top Guns Manager of the Decade

Benchmark Review & Monthly Recap, February 2019

Benchmark Review & Monthly Recap, January 2019

4Q 2018 — Fourth Quarter Lows Likely to be Retested, but Long-Term Valuation Picture Improved

4Q 2018 — Playing Defense

4Q 2018 — International Equity Remains a Value Opportunity

4Q 2018 — Compelling Opportunities in SMID Cap

4Q 2018 — All Cap’s Quality and Value Characteristics Remain Solid

4Q 2018 — Small Cap Maintains 5-Year Advantage

4Q 2018 — Ignoring the Deafening Noise

2019 Market Outlook

4Q 2018 — A Return to Normal Volatility

4Q 2018 — The Whiplash Market

4Q 2018 — Tax-Free Fixed Income

4Q 2018 — Taxable Fixed Income

4Q 2018 — Fixed Income Underdogs are the Champs of 2018

Benchmark Review & Monthly Recap, December 2018

Late Year Correction or Looming Bear Market?

Clark Capital Management Group Appoints Steven Grant and Jonathan Fiebach Co-Heads of Fixed Income

Benchmark Review & Monthly Recap, November 2018

Take Five: 5 Questions on Recent Market Volatility

2019 Market Outlook Resource Center

Market Update – Midterms & Their Market Implications

Benchmark Review & Monthly Recap, October 2018

Rates on the Rise – Why Active Management Matters

How Will Mid-Term Elections Impact Municipal Bonds?

3Q 2018 — Is the Economic Growth Cycle Too Slow and Steady to Become Imbalanced?

3Q 2018 — Full Steam Ahead

3Q 2018 — Stocks Lead Gains, High Yield Bonds Remain Strong

3Q 2018 — Small Cap’s Quality Bias Provides Drag

3Q 2018 — All Cap’s Quality Basis Dampens Performance

3Q 2018 — SMID Remains Slow but Steady

3Q 2018 — ADR Extends Lead Into Second Decade

3Q 2018 — To Infinity and Beyond!

3Q 2018 — The U.S. Goldilocks Period Continues…For Now

3Q 2018 — Tax-Free Fixed Income

Perspective on Yesterday’s Selloff

3Q 2018 — Taxable Fixed Income

3Q 2018 — It’s the Final Countdown…

Benchmark Review & Monthly Recap, September 2018

Clark Capital Management Group Adds Larry Roth to Board of Directors

Clark Capital Management Group Expands Distribution and Leadership Teams

Navigating Mid-Term ­Elections: Smooth Sailing or Choppy Waters Ahead?

Benchmark Review & Monthly Recap, August 2018

Two Years and Too Fast

Benchmark Review & Monthly Recap, July 2018

2Q 2018 — Cyclical Bull Market Trends ­Continue, Despite Worries It Is Long in the Tooth

2Q 2018 — Global Growing Pains

2Q 2018 — Made in America

2Q 2018 — ADR Steady into Its Second Decade

2Q 2018 — SMID Starts Sixth Year Slowly

2Q 2018 — Navigator Small Cap’s Quality Bias Povides Drag

2Q 2018 — The Dilemma of Success

1Q 2018 — The Old Normal Copy

2Q 2018 — Semiconductor Capital Equipment Transition Tempers All Cap

2Q 2018 — The Rates Market Was Kung Fu Fighting

Benchmark Review & Monthly Recap, June 2018

Benchmark Review & Monthly Recap, May 2018

Find Your Sales Rep

Benchmark Review & Monthly Recap, April 2018

Process Excellence Director

1Q 2018 — Single Digit Returns, Double Digit Volatility

1Q 2018 — The First Quarter Was Back to Normal

1Q 2018 — Keep Calm and Carry On

1Q 2018 — All Cap Starts Positive — Barely

1Q 2018 — Navigator Small Cap Slightly Outpaces Benchmark

1Q 2018 — The Old Normal

1Q 2018 — Dividend Growers over the Long Run

1Q 2018 — Lawyers, Guns and Tariffs

Trade War or Tit for Tat?

Benchmark Review & Monthly Recap, March 2018

Clark Capital Named PSN Top Guns Manager of the Decade

Bond Market Disconnect: High Yields ­Delivered Despite Treasuries’ Tumult

Benchmark Review & Monthly Recap,February 2018

Clark Capital Wins 2018 Lipper Award for Navigator® Tactical Fixed Income Fund

The Tax Law Changes and Their Impact on Debt Markets

Economic Review and Outlook

Does Anybody Remember What a Correction Feels Like?

Benchmark Review & Monthly Recap, January 2018

4Q 2017 — Bears’ Fears Are Only Imagined

4Q 2017 — The Ride Was Smooth and Up

4Q 2017 — Another Great Year in the Books

2018 Market Outlook

1Q 2018 — SMID Cap Celebrates Five-Year Anniversary with Continued Gains

4Q 2017 — Navigator Small Cap Keeps Pace with Benchmark

1Q 2018 — ADR Begins Second Decade

4Q 2017 — All Cap’s Performance Lead Widens

4Q 2017 — Dividend Growers Post another Strong Year

4Q 2017 — Fearless

4Q 2017 — Sweet Dreams

Benchmark Review & Monthly Recap, December 2017

Market Outlook 2018 Video

Clark Capital Provides Ownership to All Employees

Benchmark Review & Monthly Recap, November 2017

Adding to the Benefits of Diversification

Benchmark Review & Monthly Recap, October 2017

3Q 2017 — Markets Are Telling Bears: Resistance Is Futile

3Q 2017 — ADR Advances, Quality Bias Limits Gains

3Q 2017 — All Cap’s Performance Lead Continues to Widen

3Q 2017 — The “Slow Grind” Continues

3Q 2017 — Navigator Small Cap Catches Russell

3Q 2017 — Tech and Consumer Drive SMID Higher

3Q 2017 — Indian Summer

3Q 2017 — Party Like It’s . . .

3Q 2017 — Earnings and Dividend Growth Continues into Yearend

3Q 2017 — “The Waiting” Is the Hardest Part (Tom Petty)

Benchmark Review & Monthly Recap, September 2017

And So It Begins…

#TradeTalks Passive vs. Active

Benchmark Review & Monthly Recap, August 2017

2Q 2017 — A Reversal of Fortunes

The Demise of Beta and Rise of Antifragility

Relative Strength

Benchmark Review & Monthly Recap, July 2017

2Q 2017 — ADR Performance Strong vs. Index

2Q 2017 — Navigator Small Cap Keeps Pace in ­Expensive Market

2Q 2017 — All Cap’s Performance Lead Widens

2Q 2017 — SMID Maintains Performance Lead Over Russell 2500

2Q 2017 — Exit Strategy?

2Q 2017 — It’s the Classic Slow Grind

2Q 2017 — Low Volatility = Too Much Complacency

2Q 2017 — Strange Bedfellows: Strong Earnings, Lackluster Economic Data

2Q 2017 — Do It Again

Benchmark Review & Monthly Recap, June 2017

Benchmark Review & Monthly Recap, May 2017

Clark Capital Management Earns Envestnet’s Strategist of the Year Honor

Benchmark Review & Monthly Recap, April 2017

1Q 2017 — Quality Holdings Boost Small Cap

1Q 2017 — All Cap’s Quality Bias Offsets Lower Cap Holdings

1Q 2017 — SMID Cruises in to Four Year Anniversary

1Q 2017 — ADR’s Quality/Value Bias Remains Compelling

1Q 2017 — Mission Accomplished?

1Q 2017 — Where Did the Volatility Go?

Returns of Active Bond Funds Stand Above Active Equity Funds

1Q 2017 — Is the Market Rally Long in the Tooth?

1Q 2017 — Go Your Own Way

What Clients Want: The Case for Collaborative Portfolio Construction

Benchmark Review & Monthly Recap, March 2017

Benchmark Review & Monthly Recap, February 2017

Benchmark Review & Monthly Recap, January 2017

4Q 2016 401(k)

4Q 2016 — 2016 Defined By Turn in Interest Rates

Podcast: Market Outlook | January 2017

Clark Capital Names Brendan Clark New Chief Executive Officer

4Q 2016 — SMID Gains from Market’s Renewed Growth Focus

4Q 2016 — Compelling

4Q 2016 — M&A Wins Help Navigator Small Cap

4Q 2016 — Value and Quality Drive All Cap

4Q 2016 — Nothing Stays the Same
 but Change

4Q 2016 — From Tea Party Revolution to…The War of Aggression

4Q 2016 — A Great Year for High Yield . . . as Predicted

4Q 2016 — Tears of a Fed

Benchmark Review & Monthly Recap, December 2016

Did the Trump Rally Move Value Stocks and Small Caps Too Far Too Fast?

Using Exchange-Traded Funds in Client Portfolios

Benchmark Review & Monthly Recap, November 2016

A Focus on Strategy Amid Volatility in Fixed Income

Podcast: Bond Discussion | November 2016

3Q 2016 401(k)

Health Tracking vs. Wealth Tracking

Trump Wins, Trump Wins — Uh-Oh, What Now?

Delivering Anxiety-Adjusted Returns with a Time Segmented Approach

Benchmark Review & Monthly Recap, October 2016

Will the Bull Market Survive?

3Q 2016 — High Yield — Party Like It’s…

3Q 2016 — All Cap’s Undervalued, Lower Risk ­Holdings Represent Opportunity

3Q 2016 — A (Comparatively) Quiet Time for the Markets

3Q 2016 — ADR’s Slight Shift toward Emerging Markets Enhances Return/Risk Trade-Off

3Q 2016 — SMID Misses High Beta Gains

3Q 2016 — Small Cap’s Value/Quality Bias Limits Gains

3Q 2016 — Fire and Water

3Q 2016 — Dividend Growers Take Center Stage

3Q 2016 — In Bonds, No One Can Hear You Scream

Benchmark Review & Monthly Recap, September 2016

Election Uncertainty: It’s Crunch Time.

Benchmark Review, August 2016

High Yields: Love ‘em if You Can Leave ‘em

Benchmark Review, July 2016

2Q 2016 401(k)

Is Your Client a Modern-Day Sisyphus?

BREXIT What? How Will It Affect Our Markets?

2Q 2016 — Brexit, Not Our Problem

2Q 2016 — Consumer Heavy All Cap Lags

2Q 2016 — Technology/Industrials Weigh on Small Cap

2Q 2016 — SMID Rests after Three Year ­Anniversary Gain

2Q 2016 — ADR’s Quality Focus Helps Navigate Brexit Turmoil

Benchmark Review, June 2016

2Q 2016 — Plenty of Fireworks

2Q 2016 — Perspective

2Q 2016 — Stocks on Sale, Again

2Q 2016 — Central Banks Playing Chutes and Ladders

Brexit Wins

Argentina & Relative Strength

Benchmark Review, May 2016

Curing Two Ills with High Yield Bonds

Gain over Pain: Helping Investors Stay in the Game

Clark Capital Management Group Establishes Client Portfolio Management Team

1Q 2016 — A Tale of Two Halves

Benchmark Review, April 2016

Collaboration — the New Model for High-Net-Worth Investors?

1Q 2016 — a Tale of Two Halves

Fourteen Corrections and Counting!

1Q 2016 — Growth vs Value

1Q 2016 — SMID Nails Three Year Anniversary!

1Q 2016 — Emerging Markets Rebound Leaves ADR Behind for the First Quarter

1Q 2016 — Small Cap Avoids Health Care for Gains

1Q 2016 — Balanced Capitalization Exposure Harms All Cap

1Q 2016 — Flip-Flopping Fed

1Q 2016 — Central Banks Policies . . . Everyone Gets a Trophy

1Q 2016 — Who’s Afraid of Volatility?

Benchmark Review, March 2016

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

Benchmark Review, February 2016

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

These Are the Times When Great Advisors Shine

Benchmark Review, January 2016

It Was Something Else

4Q 2015 — Quality Industrials Pace Small Cap

4Q 2015 — All Cap Outperforms Despite Small and Mid Cap Exposure

4Q 2015 — ADR Avoids Emerging Markets

4Q 2015 — SMID Approaches Its New Three Year Anniversary

4Q 2015 — State of the Portfolio. Ten for 2015.

Running from Junk

4Q 2015 — A Year of Uncertainty

4Q 2015 — Yields of Dreams . . . If You Raise Them They Will Rise

Commit to a Great Communication Strategy in 2016

4Q 2015 — Finally, Now What?

Benchmark Review, December 2015

Running From Junk

Benchmark Review, November 2015

Relative Strength: A Valued Investment Factor

Managing Fixed Income in a Changing Interest Rate Environment

To Personalize Investments, Start with a Process

Benchmark Review, October 2015

3Q 2015 401(k)

Did the Pause Refresh?

3Q 2015 — Global Turmoil While the U.S. Market Stays Hooked on Low Rates

3Q 2015 — Global Turmoil While the U.S. Market Stays Hooked on Low Rates

Global Turmoil While the U.S. Market Stays Hooked on Low Rates

3Q 2015 — SMID Expensive?

3Q 2015 — International/ADR Extends Lead Over Broad Measures

3Q 2015 — Financials Help Small Cap Outpace Indices

3Q 2015 — Rip Off the Band-Aid!

3Q 2015 — Quality Exposure Helps All Cap

3Q 2015 — Market Volatility Presents a ­Buying Opportunity

3Q 2015 — Fed Passes on Rate Hike and Volatility Arises

3Q 2015 — Relative Strength Trends ­Remain Stable in the Face of August Correction

3Q 2015 — The Good, the Bad and the Ugly…and the Rate Hike

Benchmark Review, September 2015

Clark Capital Management Group Appoints National Sales Manager

Three Ways Income Planning Can Help Your Clients Navigate The Future

Benchmark Review, August 2015

Stay Calm While Others Panic

Benchmark Review, July 2015

2Q 2015 401(k)

2Q 2015 — A Pinch of Greece and aDash of China = Volatility

2Q 2015 — A Pinch of Greece and aDash of China = Volatility

2Q 2015 — A Pinch of Greece and aDash of China = Volatility

2Q 2015 — SMID Pushes Higher

2Q 2015 — Despite China Exposure, International/ADR Gains

2Q 2015 — Small Cap Slips Slightly

2Q 2015 — Stay with Credits

Active, Passive and Personal

2Q 2015 — U.S. Economy in a Slow, Steady Uptrend

2Q 2015 — M&A Activity Aids All Cap

2Q 2015 — Traffic Jams

2Q 2015 — Mergers & Acquisitions at Record Levels in Q2

A Pause That Refreshes or the Beginning of Something More Continued?

2Q 2015 — “Greece” Is the Word

Benchmark Review, June 2015

Greece and Puerto Rico Spark Global Volatility

Clark Capital Management Group to Sell Its Turnkey Asset Management Program Assets to AssetMark

Clark Capital Receives SmartCEO Magazine Family Business Award

Why It’s Time to Stop Reading About Robo Advisors

Benchmark Review, May 2015

Benchmark Review, April 2015

1Q 2015 401(k)

1Q 2015 — SMID Achieves Steady Gains

1Q 2015 — Small Cap’s Start Strong

1Q 2015 — All Cap Runs Higher

1Q 2015 — The Dollar is King

1Q 2015 — The Dollar is King

Investment Trends Shaping Our Industry’s Future

1Q 2015 — International/ADR Equities Soar

1Q 2015 — You Couldn’t Pay Me!

1Q 2015 — Will Europe and the Emerging Markets Drag Us Down?

A Pause That Refreshes or the Beginning of Something More?

1Q 2015 — Global Stimulus Drives Yields Lower

1Q 2015 — Fed Policy and Dividend Growers, Dividend Payers and Non Payers

How Organization Promotes Successful Outcomes

1Q 2015 — The Dollar is King

1Q 2015 — Europe Joins the QE Party

Benchmark Review, March 2015

Cheap Oil Prompts Debate on Best Investment Response

Time to Ratchet Up Risk Management?

Five Reasons to Hold High Yield in 2015

Is Excessive Speculation Brewing in Small Caps?

Q&A — Navigator® Global Opportunity

Time for Investors to Simplify Their Bonds

Benchmark Review, February 2015

Personalized Risk Management: Helping Clients Make Smarter Decisions about Their Money

Four Reasons ETFs are Good for RIAs

4Q 2014 401(k)

Should U.S. Treasuries Be Considered High Yield?

Benchmark Review, January 2015

Is It Time for Our Industry To Embrace Mass Personalization?

4Q 2014 — A Fractured Market

4Q 2014 — A Fractured Market

4Q 2014 — World Yields Ratchet Lower

4Q 2014 — How Low Can Yields Go?

4Q 2014 — SMID Matches Gains

4Q 2014 — Long Trends Keep International/ADR Strategy Positive

4Q 2014 — Small Cap’s Solid Year

4Q 2014 — A Fractured Market

4Q 2014 — From Russia With Love

4Q 2014 — All Cap Keeps Pace

Aging, Raging Bull and the Seven Year Stretch

4Q 2014 — Will the U.S. lead the world towards a recovery?

4Q 2014 — Market Milestones

Benchmark Review, December 2014

Year-End Update, Fixed Income Total Return

A Guide to Understanding Maturity Buckets

Has Diversification Lost Its Luster?

Implications of the Flattening Yield Curve

Q&A — Tony Soslow’s Equity Portfolios

Benchmark Review, November 2014

Are Bond Investors Turkeys?

Oil and Money Don’t Mix

Benchmark Review, October 2014

3Q 2014 — Quality Focus Protects ADR Strategy

3Q 2014 — SMID Still Outpacing Russell 2000

3Q 2014 — Small Cap Retreats Less

A Healthy Serving of Active and Passive

3Q 2014 — All Cap Trails

3Q 2014 — A New Beginning?

3Q 2014 — Dollar Strength Derails Global Advance

3Q 2014 — Dividends and the Aging Population

3Q 2014 — Dollar Strength Derails Global Advance

3Q 2014 — Dollar Strength Derails Global Advance

3Q 2014 — Narrowness of Market Predominates

Will this Bull Stumble and Then Run?

3Q 2014 — Treasuries Reign Supreme