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.
In this Live From Philly fireside chat, John J. Bowen Jr., Founder & CEO, CEG Elevate Group, and Glenn Dorsey, Head of Client Relationship Management at Clark Capital, explore why growth alone doesn't create freedom or lasting value for advisors and what it takes to shift from operator to architect.
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.
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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, 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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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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Monthly Moves
Monthly Moves: Charting Our Strategies, April 2026
May 11, 2026
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.
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Monthly Moves
Monthly Moves: Charting Our Strategies, March 2026
April 8, 2026
U.S. equity markets declined sharply in March amid a pronounced risk-off environment driven by escalating geopolitical tensions with the war in Iran. With the conflict now entering its second month, the effective closure of the Strait of Hormuz constrained global energy supply and pushed both Brent and WTI crude above $100/barrel, approximately 77% higher than year-end levels.
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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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Monthly Moves
Monthly Moves: Charting Our Strategies, January 2026
February 10, 2026
The market gained in January, which is historically a bullish signal for forward returns. Signs of a more durable bull market emerged, highlighted by small-cap leadership, cyclical strength, and a value orientation.
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