Alex Barnes, CFP - Savvy Wealth

09/01/2026

Market snapshot from BlackRock's Student of the Market report: U.S. stocks are up 10.14% while bonds are down 0.69% this year, a split that's only happened 7 times since 1976. Tech valuations fell even as returns hit 26.22%.

Curious what it means for your portfolio? Send me a message!

Views are BlackRock's, not Savvy Advisors' own. Not a recommendation. Past performance does not guarantee future results. Consult a professional before investing.

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08/20/2026

Savvy’s August 2026 Portfolio Perspectives are here.

This month’s update takes a look at what’s happening across the markets, the trends we’re watching, and how we’re thinking about portfolios as we move through the second half of the year.

As always, staying focused on the bigger picture and your long-term plan matters more than reacting to short-term market noise.

Take a look at the latest insights below, and reach out if you have any questions about what this could mean for your portfolio or financial plan.



https://conta.cc/3U0bQ1T

Email from Alex Barnes - Savvy Advisors Explore How Your Portfolio is Positioned Amidst Market Shifts This Month.       Greetings! Sharing this month's Portfolio Perspectives report, which covers the

08/17/2026

Ever stared at your offer letter and felt like you needed a translator? ISOs, NSOs, RSUs, vesting cliffs, 83(b) elections... equity compensation comes with its own language, and most people never get a plain-English explanation of what it all means.

I put together a quick guide that breaks it down, no jargon, no fluff. Just the basics on how stock options and RSUs actually work, the key risks to know, and why 2026 is a particularly important year to pay attention to your equity.

If you (or someone you know) has stock options or RSUs and could use a clearer picture, send me a message and I'll pass the guide along. 📩

Beginner's Guide to Stock Options and RSUs EDUCATIONAL GUIDE —— Stock Options & RSUs —— DECODED. EXPLAINED. DEMYSTIFIED. Quick question: if a stock option or RSU grant landed in your inbox tomorrow

08/06/2026

Bond yields just hit a 19-year high. 👀 The 30-year Treasury climbed to 5.28% this week — AI spending, oil swings, and government borrowing are all pointing to the same thing: scarcity, and it's keeping borrowing costs elevated.

Here's the part that matters for portfolios: bonds aren't offering the same cushion against stock swings they used to, but they're paying more income than they have in over a decade.

I break it all down in this month's market update. Want a copy? Comment "SEND" or message me!

08/04/2026

On August 12th, Savvy's Chief Investment Officer, Anshul Sharma, is hosting a live market briefing on where markets stand today and how the team is thinking about what comes next.

Here's what Anshul will cover:

Market backdrop: What's really driving markets right now, and what's just noise.

Portfolio positioning: Where Savvy sees opportunity today, and the thinking behind it.

What to watch next: The risks and catalysts worth keeping an eye on in the months ahead.

You'll also have the chance to ask your questions live.

https://conta.cc/3RGlVjL

Email from Alex Barnes - Savvy Advisors Live with Savvy's Chief Investment Officer on what's really moving markets this quarter.     Hi there! Every quarter, Savvy's investment team sits down to make

07/17/2026

Quarter just wrapped, and the numbers are out.

Q2 was one of the best quarters for U.S. stocks in the last 75 years. A few numbers that stood out, which I review further in my monthly market email.

📈 Best quarter since 2020 — top 15 quarters like this have historically been followed by a +16% year

🏆 Only 1 of the "Magnificent Seven" stocks is beating the S&P 500 so far in 2026 (down from all 7 in 2023)

⚖️ The top 10 stocks now make up 36% of the S&P 500 — the highest concentration in decades

🔄 Stocks and bonds are starting to move in opposite directions again, after 3 years of moving together

Leadership is shifting under the surface, even while the index keeps climbing — and that matters for how you're positioned, especially if you've got concentrated holdings in a handful of big names.

I break all of this down (and what history says happens next) in this month's market update. Want a copy? Comment "SEND" or shoot me a message and I'll get it your way.

07/04/2026

🇺🇸 Happy 4th of July! 🇺🇸

As we celebrate Independence Day, I just wanted to say thank you.

To my clients, thank you for the trust you've placed in me. It's a privilege to help you plan for your future, and I truly appreciate the opportunity to be part of your journey.

I'm also grateful for the professionals, friends, and community partners I have the chance to work with throughout the year. Your support means a great deal.

And to everyone who follows along and supports my business, even if we haven't worked together, thank you. I hope you and your family have a safe, relaxing, and memorable Fourth of July! 🎆

06/21/2026

Happy Father’s Day to all the incredible dads and father figures out there. Thank you for all you do. Enjoy your day with family and those you love most.

06/18/2026

Halfway through 2026 — and a lot can change in six months. 📅

A new job 💼. A home purchase 🏡. A kid heading to college 🎓. Aging parents ❤️. A business that’s grown 📈. Any one of these can shift your financial picture in ways that are easy to overlook when life gets busy.

I just sent out my mid-year planning newsletter covering exactly that — what to revisit, what planning windows are open right now, and what to be thinking about before December 31st. ⏰

If you’re not on my list yet and want a copy, drop a comment below or send me a message — I’m happy to share it with you! 👇✉️

06/12/2026

🚀 Today was finally the day. SpaceX went public in what is being called the largest IPO ever. 🚀

The stock jumped right out of the gate, but just because it's up today doesn't mean that's how the story ends.

I'm not here to talk anyone into or out of buying SpaceX. I just think it's important to remember that IPOs often come with a lot of excitement, media attention, and investor enthusiasm. It can take time for a company to find its footing as a publicly traded stock.

The chart below from Truist looks at how other large IPOs performed after going public. What stands out isn't necessarily the long term returns, but the volatility along the way. The average maximum drawdown during the first year was -55%, and the median was -54%. Even many companies that finished their first year with positive returns experienced significant declines before getting there.

The lesson? A great company doesn't always mean a smooth ride for the stock. Whether you're considering SpaceX or any other IPO, it's worth understanding the potential volatility before making a decision.