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Second Quarter Summary 2026
As I reflect on the past quarter, I am again reminded that markets rarely ever move in a straight line. After a sharp drop immediately following the start of the war with Iran, investors regained confidence as the economy showed resilience throughout the second quarter.
First Quarter Summary 2026
Hopefully, you have had a nice start to your 2026. All things considered, the first two months of the year were relatively status quo. Unfortunately, the US/Israeli and Iranian struggle came to a head near the end of February. It has understandably been front and center ever since.
Market Commentary
Market Commentary | September 28th, 2026
Business sentiment surged to multiyear highs while labor market data continued to improve. However, several hard economic indicators have yet to fully confirm the growing optimism, creating an increasingly important question for investors heading into the fourth quarter.
Market Commentary | September 21st, 2026
Economic data last week continued to show a resilient U.S. economy, although the primary focus was the Federal Reserve’s September policy meeting and the inflation outlook. Treasury yields remained elevated throughout the week, with the 10-year Treasury finishing near 5.0% and the 30-year ending around 5.34%, as investors digested the Federal Reserve’s 25-basis-point rate increase and updated economic projections.
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