Market Commentary

Market Commentary

Quarterly Market Commentary to help families and investors stay informed and educated on current economic news and events.

Market Commentary2026-05-06T13:36:24-04:00
July 2026 Market Commentary

(As of 07/10/2026)

Small-cap stocks turned the tables on Big Tech in the first half of 2026, with the Russell 2000 climbing over 22% while the "Magnificent Seven" shed $2.3 trillion in market value in June alone amid growing investor concern over AI infrastructure spending. We look at why we continue to see value in diversifying beyond mega-cap tech, particularly during periods of tech-sector volatility, and what SpaceX's headline-grabbing ~$1.8 trillion IPO and the Fed's new tilt toward rate hikes mean for your portfolio.

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  • May 2026 Market Commentary
May 2026 Market Commentary

(As of 05/08/2026)

Global markets shrugged off an energy standoff in April, with the S&P 500 surging over 10% and emerging markets climbing even further as chipmakers in South Korea and Taiwan fueled the fire. We break down why gas prices hitting a four-year high didn't derail the rebound, and why our emerging-markets approach, which has excluded China, was one of several factors that supported diversified portfolios' relative performance in April.

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April 2026 Market Commentary

(As of 04/07/2026)

From a "choked off" global oil supply to a 4.2% inflation forecast, we break down the impact of the Middle East conflict on your energy costs and why the Fed’s "wait-and-see" approach makes a diversified strategy more important than ever.

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February 2026 Market Commentary

(As of 02/03/2026)

Is the S&P 500 still the best way to measure your success, or is its heavy focus on tech hiding the bigger picture? While the largest U.S. tech companies struggled to start 2026, we look at how international and emerging markets stepped up to protect diversified accounts.

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January 2026 Market Commentary

(As of 01/02/2026)

With market headlines shifting from the "DeepSeek" panic of early 2025 to the looming Supreme Court ruling on global tariffs, how did diversified investors manage to end the year with significant gains? We analyze the resilience of the global markets and the headwinds facing the U.S. economy as we enter 2026.

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October 2025 Market Commentary

(As of 10/03/2025)

From the first interest rate cut in nearly a year to the soaring valuations of AI-driven tech giants, we examine the forces shaping a positive third quarter and why disciplined rebalancing remains the best defense against tech driven market mayhem.

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