Now Available: July 2026 Market Commentary
Each month, we share insights on the latest market trends and key factors shaping the financial landscape. Our latest market commentary is now available—read below to stay informed:
A new Fed, familiar market dynamics – July, 2026
Through the first half of the year, the index has gained 8%, keeping it well on pace toward our year-end price target. As we’ve discussed throughout the year, however, the bigger story isn’t the return of the S&P 500—it’s the broadening of market leadership. Emerging Markets and U.S. Small Caps have led the way, returning 23% and 22%, respectively, while the more balanced S&P 500 Equal Weight index gained 12%, outperforming its traditional capitalization-weighted counterpart. Together, these trends continue to reinforce our Risk Awareness and Diversification 2.0 (RAD) theme that a broader opportunity set would emerge in 2026.
If you have questions or want to discuss how these trends impact your financial plan, feel free to reach out.