Helping you navigate the market's twists and turns.
LIVE FROM PHILLY
ADVISOR EVENT
Advising Clients on Long-Term Care: The Financial Advisor’s Toolbox
LOCATION
Webinar
Beth Pinsker, CFP®
Author and Financial Caregiving Expert
Date
July 22nd, 2026
TIME
11:00 am ET
TOPIC
Long-term care planning is one of the most complex and emotionally charged conversations advisors have with clients, and it too often comes up only after a health crisis forces the issue. Approved for one hour of CFP ® CE Credit.
Featured
Gauging The Economy
1st Quarter 2026 Economic and Capital Market Review
April 16, 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.
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Market Updates
Market Update: Staying Focused During Geopolitical Uncertainty
March 3, 2026
Head of Client Portfolio Management Glenn Dorsey discusses the ongoing conflict in the Middle East, how markets are responding, and what advisors and investors should consider in the current environment.
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Market Outlook
2026 Mid-Year Market Outlook Resource Center
June 22, 2026
All the resources you need regarding Sean Clark's mid-year Market Outlook.
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Monthly Moves
Monthly Moves: Charting Our Strategies, May 2026
June 8, 2026
Robust corporate earnings, continued AI enthusiasm, and a resilient U.S. economy drove strong markets in May.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, May 2026
June 4, 2026
Stocks continued to rally in May following strong results in April but returns varied considerably by style. While the conflict with Iran is clearly not over, the market continued to respond positively to news that negotiations were taking place.
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In the Media
Sean Clark on Schwab Network
May 27, 2026
CIO Sean Clark, CFA® joined Nicole Petallides on Schwab Network to make the case that the market still has room to grow.
Watch the full segment.
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In the Media
Sean Clark Quoted in Reuters
May 27, 2026
Sean Clark, CFA® spoke with Reuters to discuss the market’s recent pause following its strong rally and the continued momentum behind AI-driven investing.
Read the full article here.
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Monthly Moves
Monthly Moves: Charting Our Strategies, April 2026
May 11, 2026
April was shaped by ongoing geopolitical tension and narrow market leadership. Escalation in the Iran conflict early in the month pushed oil prices higher, pressuring equities and reinforcing inflation concerns.
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