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INSIGHTS & RESOURCES

Helping you navigate the market's twists and turns.

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LIVE FROM PHILLY
ADVISOR EVENT

You’ve Built a Great Practice.
Now What?

LOCATION

Webinar

John J. Bowen Jr.
Founder & CEO, CEG Elevate Group
Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management, Clark Capital Management Group
Register

Date

August 11th, 2026

TIME

11:00 am ET

TOPIC

Succession planning is standard advice for clients, yet CEG Insights research found that the majority of advisors with 20+ years in practice have no written plan of their own.

In this Live From Philly fireside chat, John J. Bowen Jr., Founder & CEO, CEG Elevate Group, and Glenn Dorsey, Head of Client Relationship Management at Clark Capital, explore why growth alone doesn't create freedom or lasting value for advisors and what it takes to shift from operator to architect.

Featured

2nd Quarter 2026 Economic and Capital Market Review Page Link
Gauging The Economy
Gauging The Economy

2nd Quarter 2026 Economic and Capital Market Review

July 27, 2026
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.
Learn More
Investor Market Update, July 2026 Page Link
Market Updates
Market Updates

Investor Market Update, July 2026

July 24, 2026
By Glenn Dorsey, CFA®, CAIA®
Head of Client Portfolio Management, Glenn Dorsey, shares our latest economic insights and discusses how recent developments might impact the markets.
Learn More
Brendan and Sean Clark in ThinkAdvisor Page Link
In the Media
In the Media

Brendan and Sean Clark in ThinkAdvisor

July 17, 2026

In this new ThinkAdvisor feature, Brendan Clark, CFA® and Sean Clark, CFA® sat down with Dinah Wisenberg Brin to reflect on Clark Capital's growth and the vision behind our firm's evolution.

Read the full feature here.
Learn More
Monthly Moves: Charting Our Strategies, June 2026 Page Link
Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, June 2026

July 14, 2026
By Sean Clark, CFA®
June capped off a strong first half of the year as equities continued to advance despite elevated interest rates and ongoing geopolitical uncertainty.
Learn More
Glenn Dorsey on Schwab Network Page Link
In the Media
In the Media

Glenn Dorsey on Schwab Network

July 10, 2026

Head of Client Portfolio Management Glenn Dorsey joined host Nicole Petallides on Schwab Network’s Opening Bell to discuss recent earnings and revisions, along with his outlook on AI and potential rate hikes.

Watch the interview here.
Learn More
Benchmark Review & Monthly Recap, June 2026 Page Link
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap

Benchmark Review & Monthly Recap, June 2026

July 7, 2026
The character of the rally changed in June, but overall, the second quarter results were strong. After a rather narrow rally from the March lows that large-cap growth and tech stocks led once again, some rotation occurred in June with small caps and value stocks leading the way.
Learn More
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