07/09/2026
Stocks just hit new all-time highs, but the story behind the rally is more complicated than the headlines suggest. In our Q2 2026 market letter, we break down what actually drove the strongest quarter in years, why AI spending is reshaping nearly every corner of the market, and the three risks that could test investors in the second half of the year. Whether you work with an advisor or manage your own portfolio, it's a worthwhile read. Full letter at the link below.
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, and the major U.S. averages hit new all-time highs. Markets received positive news almost immediately i