Month: July 2026
Geopolitical tension, rising oil prices and a leadership change at the Fed dominated the second quarter — yet U.S. equity markets finished near all-time highs. Keeping your long-term plan in focus remains a good approach as you head into the second half of 2026. The second quarter of 2026 will be remembered as one defined…
Securities-Based Lending: A Flexible Liquidity Solution for Investors and Financial Advisors Investors often face a challenge when accessing liquidity without disrupting a carefully constructed investment portfolio. The challenge has become more pronounced in recent years, as strong market performance, particularly among large-cap companies benefiting from advancements in artificial intelligence, has created significant unrealized gains for…
Why Every Advisor Firm Needs a Written Investment Philosophy Most advisors can talk about how they manage money. Far fewer can tell you why, in a way that’s consistent from one client conversation to the next. That gap is where a written investment philosophy comes in. An investment philosophy isn’t the same as an investment…
Weekly Market Commentary THE WEEK IN REVIEW: July 12-18, 2026 Don’t fall for the inflation head fake Last week’s inflation report for June surprised to the downside, reviving hopes for potential rate cuts later this year. But does anyone really think inflation has gone away? All that happened was that oil dropped from around $93…
Stop Reviewing Performance. Start Reviewing Progress. Most client review meetings follow the same default script: open the portfolio software, walk through returns, compare them to a benchmark, then field whatever questions come up. It’s an easy structure to fall into because returns are neat, concrete and (mostly) easy to explain. It’s also the wrong starting…
Weekly Market Commentary THE WEEK IN REVIEW: July 5-11, 2026 The party’s over — and we’re right back to where we were With the end of the Fourth of July celebrations, the United States’ 250th birthday and the World Cup wrapping up, it’s time to get back to reality. Last Tuesday, President Donald Trump, while…
Download PDF Version Job loss can be financially and emotionally challenging, but with the right strategy, you can help protect your financial future and potentially emerge in a stronger position. Key Takeaways: Overview Amazon. Meta. Cisco. Spirit Airlines. What do these well-known companies have in common? They all laid off a portion of their staff…
Weekly Market Commentary THE WEEK IN REVIEW: June 28-July 4, 2026 Second-quarter comeback It’s hard to believe 2026 is half over! After a weak first quarter, driven largely by tensions in the Persian Gulf and higher energy prices, markets rebounded in a big way in the second quarter.1 As soon as the bombing stopped and…
AE Wealth Management: Weekly Market Insights | 7/19/26 – 7/25/26
Weekly Market Commentary THE WEEK IN REVIEW: July 19-25, 2026 Markets finally take notice — and it’s not pretty Perhaps because the data was light last week, markets started paying more attention to what’s going on with Iran. They were already skittish over worries about big tech profitability and the dizzying amounts being laid out…
Read More about AE Wealth Management: Weekly Market Insights | 7/19/26 – 7/25/26