Verdence Capital Advisors

06/03/2026

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May delivered a sharp disconnect: global equity markets hit record highs on AI momentum and ceasefire optimism, while the underlying economic picture grew more complex.

Core PCE rose at its fastest pace since 2023. Consumer confidence fell to a record low. Real disposable income declined for the third consecutive month. New Fed Chair Kevin Warsh took a hawkish tone as futures markets began pricing in potential rate increases in the second half of 2026.

Megan Horneman, our Chief Investment Officer, breaks down what moved across equities, fixed income, and commodities in May and what the signals may mean for portfolio positioning ahead.

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06/02/2026

Self-employed professionals often leave tens of thousands of dollars in tax savings on the table each year by defaulting to the easiest retirement plan, rather than the one that's right for them. 💸

Private Wealth Advisor Lucas Belanger, CFP® was featured in Barron's sharing how high-earning consultants and freelancers can better optimize their retirement strategy.

“I often see these clients go with what might feel easiest rather than considering how a different retirement plan’s features or functionality might better support their overall financial plan and long-term goals,” Lucas shared. “It isn’t necessarily about figuring out the maximum contribution amount.”

Read the full story here: https://hubs.la/Q04jFQKX0

05/28/2026

Key market updates in less than 5 minutes? ➡️ Yes.
https://hubs.la/Q04j9-ym0

Get Markets With Megan wherever you enjoy your podcasts. 🎙️

Want a history? Go to https://hubs.la/Q04jb0s70

The Federal Reserve's April meeting minutes, released today, show a...

05/25/2026

This Memorial Day, we pause to remember and honor the courageous service members who have made the ultimate sacrifice for our country. 🇺🇸

Their bravery, their service, and their lives will never be forgotten.

05/23/2026

Global bond yields are surging, the CAPE ratio sits at its highest level since 2000, and the semiconductor index has risen more than 50% in roughly six weeks. These are not signals to dismiss. ⚠️

While U.S. equities continue to set records and first-quarter earnings were strong, inflation is re-accelerating at its fastest three-month pace since mid-2022. Momentum is not the same as fundamentals, and the gap between the two tends to close. Our latest Weekly Investment Insights outlines the indicators we are watching most closely, and why we believe a near-term correction may be warranted given current conditions.

Read the full piece → https://hubs.la/Q04hb9V80
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05/22/2026

Please join us in welcoming Martin Eader to the Verdence team as our newest Investment & Portfolio Analyst. ✨

Martin supports our investment team through research and analysis.

We’re excited to have him on board and look forward to the perspective he brings to the team. Welcome to Verdence, Martin! 🎉

05/21/2026

Great people, great tiles, great conversations. 🀄

Last week, Verdence Partner Meg Sheil-Puopolo hosted Mahjong in the Market, bringing together a wonderful group of women for an evening of strategy, laughter, and a little friendly competition. A huge thank you to Mahj Mixers for making it truly educational and fun. We left knowing more about the popular game and already looking forward to the next Mahjong event!

05/20/2026

It was an evening of 'd***s', drinks, and making a difference. 🎾✨

Thank you to Make-a-Wish Mid-Atlantic for including our Verdence Foundation in the Pickleball for a Purpose tournament for the second year in a row at Dill Dinkers! It's always a blast.

Bradley Norwood and Kiki Oosterwijk organized a fun and fabulous event that included very generous sponsors and raffle contributors, supporting children living with critical illness.

05/19/2026

Please join us in welcoming Leo Kelly to the Verdence team! 🎉

Leo supports the advisory team across our firm in serving client relationships. Before joining Verdence, he worked as a Senior Sales Specialist at T. Rowe Price and received a degree in Economics from Wake Forest University, where he also studied communication and entrepreneurship.

We’re excited to have Leo on the team!

05/13/2026

https://hubs.la/Q04gj2gq0
Powell exits with inflation still above 2%. Kevin Warsh takes over Friday. No rate cuts likely in June. What changes at the Fed from here?

Read the full piece for our complete economic and market recap: https://hubs.la/Q04gj2gq0
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