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LIVE FROM PHILLY
ADVISOR EVENT

Advising Clients on Long-Term Care: The Financial Advisor’s Toolbox

LOCATION

Webinar

Beth Pinsker, CFP®
Author and Financial Caregiving Expert
Register

Date

July 22nd, 2026

TIME

11:00 am ET

TOPIC

Long-term care planning is one of the most complex and emotionally charged conversations advisors have with clients, and it too often comes up only after a health crisis forces the issue. This event is pending approved for one hour of CFP ® CE Credit.

Featured

Monthly Moves: Charting Our Strategies, May 2026 Page Link
Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, May 2026

June 8, 2026
By Sean Clark, CFA®
Robust corporate earnings, continued AI enthusiasm, and a resilient U.S. economy drove strong markets in May.
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Benchmark Review & Monthly Recap, May 2026 Page Link
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap

Benchmark Review & Monthly Recap, May 2026

June 4, 2026
Stocks continued to rally in May following strong results in April but returns varied considerably by style. While the conflict with Iran is clearly not over, the market continued to respond positively to news that negotiations were taking place.
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Sean Clark on Schwab Network Page Link
In the Media
In the Media

Sean Clark on Schwab Network

May 27, 2026

CIO Sean Clark, CFA® joined Nicole Petallides on Schwab Network to make the case that the market still has room to grow.

Watch the full segment.
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Sean Clark Quoted in Reuters Page Link
In the Media
In the Media

Sean Clark Quoted in Reuters

May 27, 2026

Sean Clark, CFA® spoke with Reuters to discuss the market’s recent pause following its strong rally and the continued momentum behind AI-driven investing.

Read the full article here.
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Monthly Moves: Charting Our Strategies, April 2026 Page Link
Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, April 2026

May 11, 2026
By Sean Clark, CFA®
April was shaped by ongoing geopolitical tension and narrow market leadership. Escalation in the Iran conflict early in the month pushed oil prices higher, pressuring equities and reinforcing inflation concerns.
Learn More
Benchmark Review & Monthly Recap, April 2026 Page Link
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap

Benchmark Review & Monthly Recap, April 2026

May 5, 2026
Saying equity markets recovered in April would be an understatement. After selling off sharply in March as the Iran conflict escalated, equities rallied in April as cease-fire talks progressed. While the conflict is clearly not over, the market reacted positively to steps in that direction and robust earnings with a strong rally in April. See Table 1 for April, Q1, and YTD returns.
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