08/07/2026
The first half of 2026 has been anything but boring. We've seen market volatility, geopolitical uncertainty, inflation concerns, and constant headlines... yet the markets have continued to remind us why having a long-term financial plan matters.
In this quarter's newsletter, I cover:
1) A recap of the markets through the first half of the year
2) 2. 8 "Halftime Adjustments" you can make before year-end
3) Updates on the new Trump Accounts
4) Exciting growth happening here at Wallstreet Group Advisors!
Just like in football, the best teams make adjustments at halftime, not after the game is over. The same is true with your financial plan.
If you have questions after reading it or would like to schedule your annual review, give me a call. I'd be happy to help.
Here's to a strong finish to 2026! 📈