Chuck Cooper examines the AI-driven gains, S&P 500 concentration, rising interest rates, and energy pressures shaping the market outlook for the third quarter of 2026.
Market Commentary
Longer lifespans, evolving family structures, and changing attitudes toward wealth are reshaping how families prepare for generational wealth transitions.
With the NFL Draft underway tonight, teams are making critical picks to shape their future. The same is true when it comes to designing your financial strategy. Read commentary from Director of Client Experience, Brooke Cover, on what it means to have the right financial partner guiding your playbook.
Coming off the last three years where the S&P 500 delivered strong average annualized total returns near 23%, the stock market entered 2026 with stretched valuations and little room for error.