Helping you navigate the market's twists and turns.
LIVE FROM PHILLY
ADVISOR EVENT
Date
February 18th, 2026
TIME
11:00 am ET
TOPIC
Join Clark Capital and retirement consultant Marcia Mantell as we break down the Medicare challenges facing advisors and investors today.
Featured
Gauging The Economy
4th Quarter 2025 Economic and Capital Market Review
January 28, 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
3rd Quarter 2025 Economic and Capital Market Review
October 28, 2025
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
4th Quarter 2025 Economic and Capital Market Review
January 28, 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
Market Outlook, Market Updates
2026 Market Outlook Commentary
January 26, 2026
Looking back, 2025 was a year where we endured political turmoil, tariffs and reversals, challenges to the Federal Reserve’s independence, the longest government shutdown on record, and more.
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Market Outlook
2026 Market Outlook Resource Center
January 20, 2026
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Office Hours
Different Types of Revocable Trusts
January 14, 2026
In this episode of Office Hours, Senior Wealth Planner Patrick Schultz explores the difference between a stock sale and an asset sale and discusses how the seller of a business may have a better tax result with a stock sale.
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Office Hours
Online Estate Planning Platforms: What Advisors Should Know
January 14, 2026
In this Office Hours Wealth Planning episode, Senior Wealth Planners Patrick Schultz and Shelby Anderson discuss the growing use of online will and trust providers, when these services may be appropriate, the limitations advisors should be aware of, and why proper execution and legal review remain critical.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, December 2025
January 6, 2026
Stocks bounced around in December and turned in mixed results for the month. However, the major stock indices gained ground in Q4 and had another solid year of gains in 2025. Several indices ended the year near all-time highs. See Table 1 for December 2025, Q4, and YTD returns.
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