Evervest Financial

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.

04/29/2026

Fed holds steady but decision garners 4 dissents, most since 1992. Path forward uncertain.

Recent indicators suggest that economic activity has been expanding at a solid pace. Job gains have remained low, on average, and the unemployment rate has bee

04/24/2026

https://www.evervestfinancial.com/blog/all-time-highs-all-time-lows

New blog post

All Time Highs – All Time Lows The conflict between the US, Israel and Iran has been front and center for investors now for close to two months. And, initially, the S&P 500 sold off in response to spiking oil prices. The 500-stock...

04/24/2026

Big news coming soon…

After a lot of thought, real-world experience, conversations and planning as well as helping clients navigate today’s markets, our Co-CEO and Founding Partner Jay Spector is excited to share that his new book:

“The Reality-Based Investor: How to Achieve Your Dream of Tomorrow Starting from Where You Are Today”

…is set to be released in June 2026.

This isn’t a theory book.

It’s built around what actually works—cutting through the noise, focusing on income, discipline, and strategies designed for real life… not headlines.

If you’ve ever felt like investing has become more confusing than helpful, this is for you.

More details coming soon—including how to get your copy.

Stay tuned.

04/24/2026

All Time Highs – All Time Lows The conflict between the US, Israel and Iran has been front and center for investors now for close to two months. And, initially, the S&P 500 sold off in response to spiking oil prices. The 500-stock...

04/10/2026

Jay Spector had the opportunity to join PBS Channel 8's Arizona Horizon on April 9th to discuss the recent market volatility tied to geopolitical developments in Iran.

The past few weeks have been a powerful reminder of how quickly markets can react to global events. Following the announcement of a temporary ceasefire, we saw a sharp rally highlighting just how sensitive investor sentiment is to uncertainty and resolution alike.

A few key takeaways Jay shared during the interview:

-- Markets are forward-looking—often reacting to headlines before fundamentals fully play out

-- Volatility is not new, but the speed of movement continues to accelerate

-- Staying disciplined and focused on income and long-term strategy matters more than ever

Moments like this reinforce what Jay often tell clients: uncertainty is part of investing—but having a plan is what allows you to navigate it with confidence.

Earlier this week, the stock market soared following the announcement of a temporary 2-week ceasefire in Iran.

04/07/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

03/17/2026

You might be paying more in taxes than you need to—and not even realize it.

From investment timing to account selection, small decisions can have a big impact on your total tax bill. Here are five areas to keep in mind this tax season.

03/09/2026

Thank you for those who took the time to attend our Webinar Exploring Themes Infrastructure Development. We truly appreciate your participation and engagement.

If you missed our recent webinar, we wanted to be sure you still had access to the information we shared.

You can view the full webinar recording at the link below:

https://www.evervestfinancial.com/webinars

If you have any questions following the webinar, or would like to watch our other recorded webinars on different topics go to our website Firm News/Webinar page or click the link above.

Thank you again for being a valued part of the EverVest Financial community. We look forward to continuing the conversation and supporting you in the year ahead.

03/05/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.