Helping you navigate the market's twists and turns.

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In the Media
In the Media

Glenn Dorsey Financial Planning Article

August 11, 2026
How can advisors help clients stay calm when markets aren’t? In his article for Financial Advisor Magazine, our Head of Client Portfolio Management Glenn Dorsey, CFA®, CAIA®, explores how a three-bucket framework can help clients navigate market uncertainty with greater confidence. Read Glenn’s full perspective here
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Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, July 2026

August 10, 2026
Investor attention shifted from AI demand toward the sustainability of returns on the trillions being committed to AI infrastructure, while concerns over memory pricing, excess compute capacity, and growing Chinese competition weighed heavily on sentiment.
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In the Media
In the Media

Brendan Clark Financial Planning Interview

August 7, 2026
Clark Capital CEO Brendan Clark, CFA®, recently sat down with Financial Planning Magazine's Dan Shaw to discuss the firm's longstanding commitment to serving financial advisors and how that focus has fueled its growth. Read the full conversation here (subscription required)
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In the Media
In the Media

Glen Dorsey on Schwab Network

August 7, 2026

Head of Client Portfolio Management Glenn Dorsey, CFA, CAIA recently joined Schwab Network to discuss how strong corporate earnings, a healthy economic backdrop, and opportunities across sectors are shaping today's investment landscape.

Watch the full conversation here.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap

Benchmark Review & Monthly Recap, July 2026

August 5, 2026
Large-cap growth stocks have been under pressure in recent months as the market has been scrutinizing the massive spending on the AI buildout.
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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.
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