October 7, 2026 Dear Valued Investor, Markets have always had ups and downs, but there are times when the headlines point more to downs while stocks deliver more ups. This seems to be one of those times as stocks maintain strong 2026 returns – the Nasdaq just set a fresh all-time high this week — […]
September 8, 2026 Dear Valued Investor, As summer winds down and September begins, investors are navigating a market shaped by strong corporate profits, debates about the promise of artificial intelligence (AI), evolving monetary policy expectations, and ongoing geopolitical conflicts. While volatility has increased at times, the backdrop for investors remains fundamentally well supported. One of […]
August 5, 2026 Dear Valued Investor, The second half of 2026 began with investors facing no shortage of uncertainty, from the Iran conflict and higher oil prices to ongoing questions surrounding potential payoffs from massive artificial intelligence (AI) investment. Despite these challenges, the S&P 500 entered August near all-time highs, and prospects for further gains […]
MIDYEAR OUTLOOK – Executive Summary – July 2026 We’re halfway through the year, and our newly released Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks helps you cut through the noise and understand what’s shaping the economic and market landscape right now… Click the link above to read the full Executive Summary.
July 7, 2026 Dear Valued Investor, LPL Research is pleased to present Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks. Their semi-annual update offers a comprehensive analysis of the economic and market environment, highlighting potential implications for you. I’m pleased to bring you a few key highlights today. In the 2026 Outlook: The Policy Engine, considerable […]
July 1, 2026 Dear Valued Investor, Get your grills and beach chairs ready America because July 4th — and America’s 250th birthday — is fast approaching. As the weather heated up last month, the stock market cooled a bit, and investors took profits on some of their technology winners. Market watchers blamed a variety of […]
June 3, 2026 Dear Valued Investor, Equity markets have continued their advance in recent weeks, with the S&P 500 near a record high following a rare nine-week winning streak on strong AI-driven earnings and prospects for an Iran agreement. While the macro backdrop remains mostly constructive, valuations are elevated by most traditional metrics, and oil […]
May 6, 2026 Dear Valued Investor, Some of you may be surprised by the stock market’s recent strength, particularly with oil prices over $100 a barrel. To us, the amount of artificial intelligence (AI) investment is even more surprising. But that’s not all there is to this story. Economy: Modest Growth but Well Supported. Economic […]
April 1, 2026 Dear Valued Investor, As the Iran conflict enters its second month, geopolitical stress continues to test investors. Historical stock market performance during geopolitical conflicts helps remind us that stocks are far more resilient than the moment may suggest. As we assess today’s environment and the uncertainties surrounding ongoing military operations in Iran, […]
March 4, 2026 Dear Valued Investor, Joint airstrikes against Iran targeting high-value military installations to hinder Iran’s nuclear development efforts and degrade its military capabilities while removing the Iranian regime from power are ongoing. The death of Iran’s Supreme Leader, Ayatollah Ali Khamenei, marked a significant escalation in the conflict. Iran retaliated by launching a […]