Stellar Advisor

08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

08/11/2026

I'm honored to be recognized as a member of the 2026 LVB300 by Lehigh Valley Business http://www.lvb.com/lvb300!
Grateful for the opportunity to contribute to Lehigh Valley's thriving business community and to be recognized alongside so many inspiring leaders.
See the full list: https://lvb.com/lvb300/all-profiles/


The LVB 300 list issued by Lehigh Valley Business and Bridge Tower Media on 7/31/26 for the 2026 year recognizes businesses leaders in the Greater Lehigh Valley. The financial professional was nominated for the recognition in the Wealth Management sector. LVB 300 is based on staff research, with recommendations taken into consideration by editors who choose which organizations and leaders make the list with 300 being selected for this honor. No fee was paid for the nomination or receipt of the recognition; however, $1500 was paid to promote it. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

06/10/2026

Trump Accounts Are Open

Ready-to-use social content to share the latest information on the new Trump Accounts.
Please make sure you submit through your regular compliance review process.
Social Post

Trump Accounts opened on July 4. A few questions are worth considering:

➡️ Our baby is 18 months old. Do we qualify for the $1,000?

Yes. Every U.S. citizen baby born since January 1, 2025, qualifies for a one-time $1,000 federal contribution.

➡️ Is there an income maximum?

No. Eligibility is based on the child's citizenship and birth date, not family income.

➡️ Our child is 7. Did we miss it?

Not entirely. Any U.S. citizen under 18 can have an account opened. The federal $1,000 payment applies only to children born in 2025 through 2028, but everything else still applies.

➡️ Can grandparents contribute?

Yes. Up to $5,000 per year combined across parents, grandparents, family, and the child themselves.

➡️ What is the catch?

State tax conformity varies; California, for example, does not currently conform.

Whether to contribute, how much, and how to coordinate it with what you already have are all worth talking through. Our team is here for that.



Sources:

1. https://www.investor.gov/introduction-investing/investing-basics/investment-accounts/tax-advantaged-accounts/trump-accounts

2.https://www.govinfo.gov/content/pkg/FR-2026-03-09/pdf/2026-04533.pdf

06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

06/01/2026

What separates the family businesses that last from the ones that plateau?
Not talent. Not capital. Not market position.
The ones that compound across generations built something the others didn't alignment between business, the family, and the systems surrounding wealth. They addressed governance before they needed it. They structured succession before a transition forced the conversation. They built intentionally, not reactively.

On June 3 at 3:30 pm EST, a free 60-minute conversation for family business owners on what separates the companies that compound across generations from the ones that quietly lose what they built.

Mike Mirau- operational ex*****on and structure
Abby Breit- wealth transfer and fiduciary strategy
Emrich Stellar- succession and exit strategy
Michael Palumbos- the coordinating view across all three

P.S. Every registrant receives the full recording automatically, register even if you can't join live!

https://email.kjbm.familybusinessflywheel.com/c/eJyEkUFvnDwQhn8NXD5lZQ_GmIMPRBuyn6KVUq3aqLkgg4fFCRhiGyL20N9elWyjHir15nme8SvZr5qmyqoB5at6UbW58WF02LrRBn8zuVHPTTCjjbVMGM8zjFHSLMsFzWmaxjgo01cae7OgWyujJQMCQCGlCb1aoyXQlNKcZZxc2YDeqzNWYZ1QfiCPbzPaBqttvO459OPsGvxryOeNTTIhIOeCXeWWfPfreLqubUPcybplOWc11Q0w5Hla1yLhoJRIiEba6thIIMBJCpwKCkm6E6TFWue8JilkSd1GjLy-1MOuVYPp13r2xqL3bb--d4j9rhmHuJddCJOPkiKCMoISF7TB7y7jOOxmv4EIysKfHtywz8lKRXlMp7YsO-eGZ9F3h2dTnotizg62er1579zT0ewf3UP3owjPl8Pb7S18h2U580z0qvlyuZzh_ps7PC7HcAhfW_d0vNsXCPZ02heK50Wxvy_i39_u0Wp0lR4HZaz811uc9Ku2uEaM-IB9r5zSi_Gj-7DYmMmgDVsNGWWEAuEi9iZ8NsOTNOMsDvJkAv73_z6C5A-8SPgZAAD__yYG1zg

05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

04/07/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

03/05/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

02/06/2026

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1.73%, and Canada's TSX picked up 0.66%, setting multiple record highs early in the month. The Fed held rates steady as expected, with all eyes now on the March meeting. From \$27.5 billion spent in the U.S. to \$97.80 per person in Canada, Valentine's Day spending spans the globe. Check out this month's by-the-numbers.

Stocks climbed in January as the tailwinds of solid economic data offset the headwinds of geopolitical tensions that rattled investors during the month.