Evervest Financial

09/24/2026

Reminder to join us for our upcoming Behavioral Finance Concepts webinar! 🧠📈

We’ll be joined by guest speakers Joe Riggio Jr. and Mikaela Brown from Avantis Investors. We will walk through several behavioral finance concepts that advisors face with their clients. We will discuss several cognitive and emotional biases, such as Availability bias, hindsight errors, regret aversion and more.

📅 September 29 | 2:00 PM MST
👉 Register now on our website’s Events page!
https://www.evervestfinancial.com/events/webinar-behavioral-finance-concepts

09/21/2026

Join us for our upcoming Behavioral Finance Concepts webinar! 🧠📈

We’ll be joined by guest speakers Joe Riggio Jr. and Mikaela Brown from Avantis Investors.

📅 September 29 | 2:00 PM MST
👉 Register now on our website’s Events page!
https://www.evervestfinancial.com/events/webinar-behavioral-finance-concepts

09/16/2026

The fed has raised the federal funds rate by a quarter point - what’s it mean for you? We are happy to talk - give us a call or reach out via your preferred media.

The Federal Open Market Committee approved the following statement for release by a 12 – 0 vote: The Committee decided to raise the target range for the

09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

08/13/2026

Another FOCUS in the books!

The EverVest team enjoyed a great week of learning, collaboration, and connecting with others across our industry. We always come away from FOCUS with new perspectives, fresh ideas, and an even greater appreciation for the work we do together.

We’re excited to put those insights to work for our clients!

08/07/2026

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.

07/29/2026

https://www.federalreserve.gov/newsevents/pressreleases/monetary20260729a.htm

Fed stands pat on rates but three governors dissent in favor of a hike.

The Federal Open Market Committee approved the following statement for release by a 9 – 3 vote: The Committee decided to maintain the target range for t

07/09/2026

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.

07/08/2026

The markets may look strong on the surface, but are there risks investors aren't seeing?

In this short video, Matthew Ko uses a World Cup analogy to explain why today's market environment deserves a closer look.

Want the full picture? Watch our Mid-Year Market Outlook Webinar for expert insights on the economy, markets, and what investors should be watching in the months ahead.

🎥 Watch now at http://www.evervestfinancial.com/webinars or visit our website and navigate to Firm News > Webinars.

07/07/2026

Our Mid-Year Market Outlook Webinar recording is now available!

Hear insights from Matthew Ko of T. Rowe Price on the markets, the economy, and what investors should be watching for during the rest of 2026.

🎥 Watch the recording today at https://www.evervestfinancial.com/webinars or go to our website under Firm News/Webinars Page.