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
March 23rd, 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: 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 Updates
Market Update: Perspective on the Conflict in Iran
March 2, 2026
On February 28, 2026, the United States and Israel launched coordinated military strikes against Iran under a major campaign that targeted Iranian military infrastructure, command centers, missile sites, and leadership figures.
Learn More
Monthly Moves
Monthly Moves: Charting Our Strategies, February 2026
March 9, 2026
February was marked by sharp rotation in the markets. Traditional software—particularly SaaS and enterprise names—underperformed as investors questioned whether AI could automate or erode their core value propositions, which raised long-term viability concerns.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, February 2026
March 4, 2026
Stocks were choppier in January, but most areas of the market showed gains. The one laggard was large-cap growth, which was strong in recent years and for most of 2025, but trailed other stock indices. See Table 1 for January, Q4, and 2025 returns.
Learn More
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.
Learn More
Market Updates
Market Update: Perspective on the Conflict in Iran
March 2, 2026
On February 28, 2026, the United States and Israel launched coordinated military strikes against Iran under a major campaign that targeted Iranian military infrastructure, command centers, missile sites, and leadership figures.
Learn More
Office Hours
Decision Makers
February 25, 2026
In this episode of the Office Hours Wealth Planning series, Senior Wealth Planners Patrick Schultz and Shelby Anderson explain the risks of naming co-decision makers, why unanimity can lead to stalemates, and how to balance access to information with authority to act in fiduciary roles.
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Office Hours
Key Medical Documents
February 18, 2026
In this Office Hours Wealth Planning segment, Senior Wealth Planners Patrick Schultz and Shelby Anderson break down key medical planning documents — including healthcare powers of attorney, living wills, and HIPAA releases — and explain how they work together to guide medical decision-making.
Learn More
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