Helping you navigate the market's twists and turns.
LIVE FROM PHILLY
ADVISOR EVENT
Four Unconventional Metrics That Make the Most Impact
LOCATION
Webinar
Libby Greiwe
Founder of The Efficient Advisor Inc.
Date
September 15th, 2026
TIME
11:00 am ET
TOPIC
September means one thing. It's productivity season. Time to stop working in your business and start working on it.
Industry-leading advisor coach Libby Greiwe will share her four “unconventional KPIs” that move the needle for you to build a business and a life that you love.
Please note, this webinar is for financial advisors only.
Featured
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.
Learn More
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.
Learn More
Monthly Moves
Monthly Moves: Charting Our Strategies, August 2026
September 8, 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.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, August 2026
September 4, 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.
Learn More
In the Media
Brendan Clark Financial Planning Interview
August 31, 2026
Clark Capital CEO Brendan Clark, CFA® shares how Clark Capital focuses on providing the advanced wealth planning resources and client-engagement tools advisors actually rely on.
Read the article
Learn More
In the Media
Patrick Schultz and Shelby Anderson Kiplinger Article
August 24, 2026
Senior Wealth Planners Shelby Anderson, JD, CEPA® and Patrick Schultz, JD, CWS®, CEPA® break down the five biggest estate planning myths.
Read the article
Learn More
Office Hours
Inside the FOMC
August 20, 2026
In this Office Hours, Senior Client Portfolio Manager Peter Eisenrich®, CFA, explores the strategy and dynamics of the Federal Open Market Committee under the new Chair Kevin Warsh.
Learn More
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
Learn More
Advisors: Subscribe to receive our latest insights, market updates, and invites to our award-winning webcast series.
You can unsubscribe to any or all of the communications at any time by clicking the “Unsubscribe” link that appears in every email we send. Clark Capital fully complies with all U.S. CAN-SPAM laws.