Evervest Financial

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.

06/26/2026

The More Things Resolve, the More They Remain Unclear Geopolitical Resolutions are Scarce As we entered 2026, the prospect of a fifth year of the ongoing Russian invasion of Ukraine and a possible resolution was on our watch list. But...

06/22/2026

Another reminder to join us for our 2026 Mid-Year Market Outlook Webinar, where we’ll discuss what's shaping the year ahead.

Matthew Ko, Equity Market Strategist at T. Rowe Price, will join us as our guest speaker.
📅 June 25th
⏰ 2:00 PM – 3:00 PM PST
📍 Live Online Webinar

Register by clicking the link https://www.evervestfinancial.com/events/mid-year-market-outlook-2026
or visiting our website’s Events page. We look forward to having you join us.

06/17/2026

Reminder to join us for our 2026 Mid-Year Market Outlook Webinar, where we’ll discuss what's shaping the year ahead.

Matthew Ko, Equity Market Strategist at T. Rowe Price, will join us as our guest speaker.
📅 June 25th
⏰ 2:00 PM – 3:00 PM PST
📍 Live Online Webinar

Register by clicking the link https://www.evervestfinancial.com/events/mid-year-market-outlook-2026
or visiting our website’s Events page. We look forward to having you join us.

06/10/2026

Our Co-CEO and Founding Partner, Jay Spector, CFP® was appreciated being included for this CNBC article written by Sarah Agostino on how inflation continues to erode the real return on cash.

Cash feels safe, and for short-term needs it absolutely has a role. But cash is not risk-free when inflation stays elevated. The risk just looks different — it is not market volatility, it is the quiet loss of purchasing power over time.

Jay's view is simple: keep enough cash for liquidity, emergencies, and upcoming expenses. Use high-yield savings, CDs, Treasuries, and, when appropriate, tax-free municipal bonds. But don’t let excess cash become the long-term plan.

Reality-based investing means matching your money to its purpose — safety for short-term needs, income where appropriate, and growth for the future.

While inflation is a normal part of the economy, the higher it is, the more your idle cash is losing purchasing power over time.

06/08/2026

Some of you know I am a devout sports fan. I especially love basketball, football and soccer and almost every time I turn on the tv, it is to watch some sort of a sporting event. And I love the Phoenix Suns. We are Sixth Man Members,...

06/05/2026

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.

05/08/2026

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.