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.
Learn More
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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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?
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.
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Office Hours
Unique Estate Planning Tactics
April 15, 2026
In this Office Hours Wealth Planning Series Q&A, Senior Wealth Planners Patrick Schultz and Shelby Anderson discuss moving beyond foundational estate planning, discussing advanced strategies like spousal lifetime access trusts while emphasizing thoughtful, simple design.
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Office Hours
Communicate Your Wishes
April 15, 2026
In this Office Hours Wealth Planning Series discussion, Senior Wealth Planners Patrick Schultz and Shelby Anderson emphasize the importance of communicating estate plans clearly, helping families reduce conflict, avoid surprises, and maintain long-term harmony.
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Office Hours
Frequently Asked Questions About Estate Planning
April 15, 2026
In this Office Hours Wealth Planning Series Q&A, Senior Wealth Planners Patrick Schultz and Shelby Anderson answer common estate planning questions, including revocable trusts, beneficiary-only strategies, account control, and how often to review and update plans.
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Office Hours
Pay Attention to Asset Titling
April 8, 2026
In this Office Hours Wealth Planning Series episode, Senior Wealth Planners Patrick Schultz and Shelby Anderson examine asset titling and beneficiary designations, explaining how missteps can override estate plans and create unintended, sometimes costly, consequences.
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