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Our Perspective on

Planning for Your Future

QUARTERLY INSIGHTS - OCTOBER 2026

Markets were volatile again in the third quarter but stocks still managed to
advance, as strong corporate earnings growth and a resilient economy
pushed the major indices to new all-time highs despite a rebound in oil
prices and a surge in U.S. Treasury yields.

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QUARTERLY INSIGHTS - JULY 2026

Markets staged an impressive rebound in the second quarter as a surge in tech-related
corporate earnings growth combined with rising hopes for a U.S./Iran ceasefire to push
stocks sharply higher, as the major U.S. averages hit new all-time highs.

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