Helping you navigate the market's twists and turns.
LIVE FROM PHILLY
ADVISOR EVENT
Your Clients’ Top Questions, Answered
LOCATION
Webinar
Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management
Date
October 19th, 2026
TIME
11:00 am ET
TOPIC
In one of the most popular webcasts, Clark Capital’s Client Portfolio Management Team will host an interactive panel discussion designed to equip you with clear, actionable answers to your clients’ toughest questions about today’s markets.
Featured
Market Updates
Market Update: Perspectives on the Fed’s Rate Hike
September 16, 2026
Producer and consumer prices indices came in a little hotter last week, paving the way for the Federal Reserve to hike interest rates for the first time since July 2023. As expected, the Fed obliged and lifted overnight rates by 0.25% to a range of 3.75% to 4% today.
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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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Monthly Moves
Monthly Moves: Charting Our Strategies, September 2026
October 5, 2026
We continue to see one of the strongest earnings periods in recent history, with S&P profits up 30% in the second quarter, led by Tech's 58% growth. The results reflect solid revenue that outpaced the economy by 7% and strong operating leverage, driving incremental margins of 38% for the market and 60% for Technology.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, September 2026
October 5, 2026
Large-cap growth stocks were the one pocket of strength in September as most other areas of the market declined. Small caps struggled the most as investors worried that higher rates could impact smaller companies more acutely as these businesses tend to raise capital more frequently than larger companies; therefore, rising rates hurt – a classic Wall Street trade.
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In the Media
Patrick Schultz and Shelby Anderson Kiplinger Article
October 4, 2026
Senior Wealth Planners Shelby Anderson, JD, CEPA®, and Patrick Schultz, JD, CWS®, CEPA®, discuss the differences between wills and trusts and the factors families may consider when deciding how each fits into an estate plan.
Read the article
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In the Media
Oliver Chambers in MarketWatch
September 28, 2026
As bond yields continue to climb, Oliver Chambers, Head of Fixed Income SMA at Clark Capital, spoke with Isabel Wang at MarketWatch about the potential pressure rising yields could put on equities.
Read the full article
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Office Hours
The Midterms
September 21, 2026
In this Office Hours, Senior Client Portfolio Manager Thomas Duffy, CFA®, discusses the question, will this election help or hurt my portfolio?
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Market Updates
Investor Market Update, September 2026
September 18, 2026
Head of Client Portfolio Management, Glenn Dorsey, shares our latest economic insights and discusses how recent developments might impact the markets.
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