Your Resource Center for Authentic Wealth

August 7, 2026

June brought easing geopolitical tensions and lower energy prices, but persistent inflation and a patient Federal Reserve kept markets on edge. Explore what happened and what it means for your portfolio.

By Ashley Taylor

July 9, 2026

June brought easing geopolitical tensions and lower energy prices, but persistent inflation and a patient Federal Reserve kept markets on edge. Explore what happened and what it means for your portfolio.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

June 11, 2026

U.S. stocks continued their climb in May, with the S&P 500 and Nasdaq reaching new highs despite stubborn inflation and a cautious Federal Reserve. Falling oil prices provided much-needed relief, while strong corporate earnings—particularly in technology and AI-related sectors—helped power the rally. Explore the key market trends, economic developments, and investment insights shaping the outlook for the remainder of 2026.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

May 7, 2026

April was a strong reminder of how quickly markets can change direction. After a volatile March, U.S. equities rebounded meaningfully, with large-cap indices pushing back toward record highs. The S&P 500 gained roughly 9.5% for the month, while the Nasdaq rose sharply, driven largely by renewed strength in technology and AI-related companies. Even small caps participated, reflecting an improvement in overall risk appetite. And yet, the underlying story did not materially simplify.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

April 8, 2026

February 2026 was a month defined by rotation and divergence across global markets. U.S. large-cap equities posted modest declines as investors navigated persistent inflation questions, mixed economic data, and a pullback in technology and growth-oriented stocks.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

March 11, 2026

February 2026 was a month defined by rotation and divergence across global markets. U.S. large-cap equities posted modest declines as investors navigated persistent inflation questions, mixed economic data, and a pullback in technology and growth-oriented stocks.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

February 12, 2026

After the impressive run in 2025, U.S. markets started 2026 much like a long-distance runner catching their breath. Early in the month, the S&P 500 briefly climbed above the 7,000 level before momentum cooled, ultimately finishing January with modest gains. That pause felt healthy after last year’s sprint.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

January 6, 2026

U.S. markets closed 2025 with strong double-digit gains despite a modest December pullback, as leadership rotated and investors grew more selective. With inflation easing, earnings holding firm, and volatility subdued, markets entered 2026 on constructive footing—though fundamentals and selectivity are set to matter more than broad momentum.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

December 10, 2025

After six straight months of gains, the S&P 500 finally took a breather in November, declining about 0.6%. But don't let that modest loss fool you - it was a volatile month with a sharp mid-month selloff followed by a strong Thanksgiving week rally that salvaged what could have been a much worse month.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

November 6, 2025

October brought more good news for investors - the S&P 500 hit its 34th record high of the year, closing around 6,840. After a brief pause to catch its breath, the market rally continued, driven by strong corporate earnings, another Fed rate cut, and a trade truce between the U.S. and China.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

October 10, 2025

September 2025 defied expectations, delivering the strongest monthly market performance in over a decade. The Fed’s first rate cut since 2024, a surge in corporate earnings, and booming AI-driven investment pushed stocks higher across the board. But beneath the surface, concerns about inflation, stretched valuations, and weakening consumer confidence are still simmering.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

September 8, 2025

U.S. stocks extended their winning streak in August with small-caps leading the way, while international markets outperformed. Explore key highlights including sector rotations, strong corporate earnings, stubborn inflation, and shifting consumer confidence.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®