Helping you navigate the market's twists and turns.
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
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.
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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Monthly Moves
Monthly Moves: Charting Our Strategies, June 2026
July 14, 2026
June capped off a strong first half of the year as equities continued to advance despite elevated interest rates and ongoing geopolitical uncertainty.
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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.
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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.
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Market Outlook, Market Updates
2026 Mid-Year Market Outlook Commentary
June 29, 2026
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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