Verdence Capital Advisors

08/24/2026

Markets closed out a rough week. The S&P 500 and Nasdaq had been climbing for three weeks straight, and both gave that back. The Dow fell for a second week in a row.

CNBC asked Leo Kelly, our CEO, for his take on what's driving the pressure: rising debt, a full Fed balance sheet, and a market waiting on rate relief that may not come as fast as hoped.

Read Leo's comments and the full roundup on CNBC Pro. https://hubs.la/Q04v3Sdk0

08/21/2026

Read now: https://hubs.la/Q04tVp0g0 --- CEO, Kelly was featured in CNBC in coverage of today's. Friday market rebound following a Treasury-yield-driven sell-off. The S&P 500 and Nasdaq each gained 0.5% while the Dow rose 0.8%, even as all three indexes remained on pace for weekly losses.

Our founder weighed in on where he sees markets heading next, noted that markets have grown comfortable with the 10-year yield sitting in the 4-5% range, and also looked ahead to Fed Chair Kevin Warsh's upcoming Jackson Hole speech, which investors are watching for signals on rate policy and central bank independence.

See Verdence in the new or subscribe to be notified on upcoming spots here: https://hubs.la/Q04tVmrv0

08/19/2026

Verdence CIO Megan Horneman joined CNBC Squawk Box this morning to discuss the Fed's inflation fight, interest rate outlook, and the latest market trends.

📺 Watch this video and more at: https://hubs.la/Q04tk2DD0

🎙️ Keep up on market insights 2-3 days a week - listen to https://hubs.la/Q04trCCz0 anywhere you get your podcasts.

08/18/2026

Read Now: https://hubs.la/Q04tgCmX0 Two of our 2026 themes are converging into one risk:

- The Federal Reserve may raise rates in the second half of the year, even as equity markets show signs of complacency after two strong years of gains.

- Inflation remains firmer than expected, real wage growth is negative, and the personal savings rate sits near its lowest level since 2007, yet the S&P 500 marked another record high last week.

Megan Horneman, Chief Investment Officer, believes markets could be due for a correction as momentum continues to outpace fundamentals. Verdence Capital Advisors continues to favor shorter duration fixed income, a diversified approach to commodities, and hedging strategies that may help manage downside risk if a correction materializes.

Read the full piece → https://hubs.la/Q04tgCmX0
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08/14/2026

S&P 500 earnings season is beating even the highest expectations, with strength broadening well beyond mega-cap technology. 📈 Margins have expanded to levels not seen in over a decade, and analysts are raising estimates. This is something that rarely happens.

Yet stock reactions to some of the strongest results have been mixed, a signal that investors may be questioning how long this growth pace can continue. Megan Horneman, Verdence Chief Investment Officer, explains where earnings optimism may be getting ahead of itself.

Read the full piece → https://hubs.la/Q04sV7hZ0
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08/12/2026

Thinking about selling your business? Find out if you’re truly ready with these 15 key questions.

Get your checklist now. 📝
https://hubs.la/Q04spytn0

08/11/2026

Amid a broader struggling consumer picture and “shrinkflation,” investors should look toward value opportunities in the stock market right now. Link in the comments below ⤵️

The stock market’s falling price-to-earnings ratio is unlocking opportunities for investors, and not only thanks to the AI trade. Investors are optimistic following a banner Q2 earnings season, but our Chief Investment Officer Megan Horneman warned Barron's that this sentiment could be cause for concern.

Read the full article here:
https://hubs.la/Q04stxsC0

For more of Verdence in the news, go to https://hubs.la/Q04stvRR0

08/07/2026

Did you catch Verdence CIO Megan Horneman on CNBC Friday?
https://hubs.la/Q04sb4kM0

Markets continue to push to new highs, but Megan shared why investors shouldn't confuse momentum with stability. Watch now to hear the key risks she's watching heading into August, from ongoing geopolitical uncertainty to market valuations, and why staying disciplined may be more important than chasing the rally.

Want to be notified of upcoming TV spots? Sign up for News Alerts. We tell you when and where you can catch us on live TV. https://hubs.la/Q04sb1PX0

Megan Horneman, Verdence Capital Advisors, joins 'Fast Money' to talk what is ahead for markets in August.

08/07/2026

Please join us in welcoming our new Director of Human Resources, Marla Hiken! 🎉

Marla joins us with 15+ years in HR and talent for building strong teams and stronger cultures. She'll be leading the charge on talent, benefits, and everything that keeps our Verdence team supported and set up to do their best work.

For more on Marla and the rest of our Verdence team, go to https://hubs.la/Q04rHR3Z0

Welcome to Verdence, Marla. We're glad you're here! 👋

08/06/2026

Read the full piece → https://hubs.la/Q04rQQnk0

Best earnings season in five years for the S&P. Investors were not impressed. AI fears, a reignited war, and 30YR yields at 2007 highs are what's moving this market outlook.

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