August 2026 Market Update: Leadership Shifts as Fundamentals Hold

If August felt like a lot to keep up with, you weren’t imagining it. Trade tensions with Canada turned into new tariffs, the bond market wrestled with a gap between fiscal policy and the Federal Reserve, and pressure built again around Iran. Beneath the noise, earnings kept growing and Treasury yields moved lower. In this … Read more

July 2026 Market Update: A Market Catching Its Breath

July showed that loud headlines and steady fundamentals can show up in the same month. Tensions between the U.S. and Iran pushed energy prices higher, tariffs grabbed attention and the tech stocks that carried the market for over a year finally cooled. Beneath the noise, earnings kept growing and other sectors stepped up. In this … Read more

May 2026 Market Update: Strong Markets, Stubborn Inflation

May showed that strong markets and real uncertainty can exist at the same time. Technology stocks kept pushing markets higher, earnings beat expectations and the economy stayed resilient. Underneath, inflation persisted and interest rates climbed. In this May 2026 market update, we look at both sides of that story and what it means for long-term … Read more

April 2026 Market Update: A Historic Rally Amid Global Conflict

April showed how quickly headlines can thicken the fog, and how quickly markets can look past it. Conflict in the Middle East dominated early in the month, but progress toward a ceasefire helped steady markets, and stocks posted one of their strongest months in years. In this April 2026 market update, we look at the … Read more

March 2026 Market Update: Volatility, Oil and a Market Repricing Risk

March felt turbulent. Stocks pulled back as geopolitical tension intensified and energy prices surged. Beneath the surface, though, markets weren’t unraveling. They were processing new information and repricing risk. In this March 2026 market update, we cover what drove the volatility, where interest rates stand and how diversified portfolios held up in the first quarter. … Read more

February 2026 Market Update: Leadership Broadens Beneath a Flat Market

At first glance, February looked quiet. The S&P 500 ended the month essentially flat. Beneath the surface, though, meaningful rotation was underway. In this February 2026 market update, we look at why market leadership is broadening, what we expect from interest rates and how trade policy, sentiment and oil prices fit into the picture. Key … Read more

January 2026 Market Update: A Fast Start Full of Headlines

January packed a lot into a few weeks. A U.S. operation in Venezuela, a tariff threat over Greenland, subpoenas aimed at the Federal Reserve and a new Fed chair nomination all landed in the same month. Through it all, stocks moved higher, the S&P 500 crossed 7,000 for the first time and market leadership broadened. … Read more