Mediate Financial Services, Inc.

10/23/2026

Should investors be concerned about the S&P 500’s reliance on AI and the Magnificent 7?

10/23/2026

Why is legacy planning so hard to account for when planning your future? In this clip from The Mediate Retirement Report, John Ryan discusses some of the leading causes.

10/21/2026

The market entered Q4 with momentum, but there are some important questions investors should be paying attention to.

From the Federal Reserve’s next move to the sustainability of the AI boom, the final quarter of 2026 presents an interesting mix of opportunities and challenges.

We’ve broken down five of the biggest market stories we’re watching as the year draws to a close.

For a deeper discussion, watch our newest episode of The Clear View Finance Podcast, where Chris and Christopher recap Q3 and discuss what could shape the months ahead. (Find it on the Link Tree in our bio!)

Swipe through for the highlights!

10/19/2026

Eventually, the market is going to need to start seeing fruits grow from Big Tech’s labor with AI.

10/16/2026

How did the S&P 500 rise even though most stocks fell?

Full episode can be found in the Link Tree in our bio.

10/16/2026

The third quarter is behind us. But the questions surrounding the markets are far from settled.

Between the rapid rise of artificial intelligence, shifting interest rates, and an evolving economic landscape, there's plenty for investors to unpack as we approach the final stretch of 2026.

In the newest episode of The Clear View Finance Podcast, Chris and Christopher take a closer look at what drove market performance in Q3, what could lie ahead, and what investors should be paying attention to.

Understanding where the markets have been is important. Keeping perspective on where you're going matters even more.

Watch it here: https://youtu.be/f8DpeyLBoZk?si=GYVV5BND2jbo2xm7

Listen:

- Spotify: https://open.spotify.com/episode/5JBlfQ7WxMVuHc5PmvJ5a3?si=Lvto_WolQ9KU0zvGtSkgew

- Apple: https://podcasts.apple.com/us/podcast/17-q3-market-review-ai-interest-rates-whats-next-for/id1870125231?i=1000796538593

- Podbean: https://www.podbean.com/ew/pb-5nfpg-1b860f6

How did the markets perform in the third quarter of 2026, and what ...

10/15/2026

BIG BIG birthday shoutout to our Patti turning the big 4-0!!! 🎈🥳🎉💙

We are so grateful for her and everything she does to not only elevate the experience for our clients, but our team too! Be sure to show her some love!!!

10/15/2026

Ever wonder why Warren Buffet is so high on the S&P 500?

It’s because it’s as good a benchmark for investment growth as you’ll find.

10/09/2026

All this talk about "what's inside your 401(k)?" is leading us to our next question... should you ever roll it over eslewhere?

In this video, Christopher runs through the scenarios where it makes sense, and the scenarios where they don't make sense.

Be sure to like the video and subscribe to our channel for more content!! 👀

Should you roll over your 401(k) when you leave a job or retire? Th...

10/07/2026

If your investments are the “what”… your financial plan needs to be the “how.” The earlier you understand this could be the difference between gaining or losing thousands (or hundreds of thousands 👀).