Corbett Road Wealth Management

09/29/2026

Corbett Road’s smartlife™ Monthly Newsletter provides you with articles that generally involve financial planning topics. If you find this helpful, please don't hesitate to like/share the post. If you have any questions or thoughts you would like to discuss with one of our Wealth Managers, please contact us at 844-688-4955 or [email protected].

What's Inside: Top Reasons to Own Life Insurance; Making It Make Sense: The Roth 5-Year Rule; Moving to Another State? Consider These Tax Moves; Index Funds: Traditional and Not-So-Traditional; Teachers and Coaches Finally Get the (Tax) Break They Deserve; and After the Storm: Navigating Storm Damag...

09/28/2026

Market Week provides a summary of last week's market events. If you find this helpful, please don't hesitate to like/share the post. If you have any questions or thoughts you would like to discuss with one of our Wealth Managers, please leave a comment below or contact us at 844-688-4955 or [email protected].

Stocks closed last week generally higher as tech and AI shares attracted investors, while Treasury yields continued to rise as a notable sell-off pulled bond prices lower. This result is likely due to traders trying to balance strong corporate earnings and solid economic momentum with stubborn infla...

09/22/2026

Market Week provides a summary of last week's market events. If you find this helpful, please don't hesitate to like/share the post. If you have any questions or thoughts you would like to discuss with one of our Wealth Managers, please leave a comment below or contact us at 844-688-4955 or [email protected].

09/14/2026

Market Week provides a summary of last week's market events. If you find this helpful, please don't hesitate to like/share the post. If you have any questions or thoughts you would like to discuss with one of our Wealth Managers, please leave a comment below or contact us at 844-688-4955 or [email protected].

Despite strong returns last Friday, it was not enough to offset losses accumulated earlier in the week. Each of the benchmark indexes listed here closed the holiday-shortened week in the red as investors tried to reconcile rising energy prices, increasing inflation, climbing Treasury yields, and the...

09/08/2026

Market Week provides a summary of last week's market events. If you find this helpful, please don't hesitate to like/share the post. If you have any questions or thoughts you would like to discuss with one of our Wealth Managers, please leave a comment below or contact us at 844-688-4955 or [email protected].

Most of the major market indexes closed the week moderately higher, despite a late-week pullback.

08/31/2026

Market Week provides a summary of last week's market events. If you find this helpful, please don't hesitate to like/share the post. If you have any questions or thoughts you would like to discuss with one of our Wealth Managers, please leave a comment below or contact us at 844-688-4955 or [email protected].

Major U.S. stocks ended the last full week of trading in August modestly higher. Strong AI company earnings boosted tech shares, while the war with Iran, persistent inflation, and a more hawkish Federal Reserve dampened investor enthusiasm for risk.

08/24/2026

Market Week provides a summary of last week's market events. If you find this helpful, please don't hesitate to like/share the post. If you have any questions or thoughts you would like to discuss with one of our Wealth Managers, please leave a comment below or contact us at 844-688-4955 or [email protected].

The benchmark indexes closed lower last week, snapping a multi-week winning streak. Despite a rally last Friday, stocks retreated in response to elevated Treasury yields, rising crude oil prices, mixed corporate earnings, and weakness in key tech and mega-cap shares.

08/18/2026

See our latest thoughts around the market environment in our August Market Musings. Have questions or want to discuss your financial picture with one of our Wealth Managers? Would you like to receive these via email every month? Please contact us at [email protected].

https://www.corbettroad.com/post/charting-the-course-2026

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Investments in securities and other instruments involve risk and will not always be profitable. Asset allocation and diversification strategies do not ensure a profit or protect against a loss.

Every August, we “Chart the Course” with a series of charts highlighting key current and historic trends in the economy and markets. We hope you find them both insightful and useful. Our regular commentary will resume in September.

08/17/2026

Market Week provides a summary of last week's market events. If you find this helpful, please don't hesitate to like/share the post. If you have any questions or thoughts you would like to discuss with one of our Wealth Managers, please leave a comment below or contact us at 844-688-4955 or [email protected].

The stock market closed generally higher last week, despite a minor setback last Friday. Market momentum was driven by cooling inflation data, solid Q2 corporate earnings reports, and strengthening opinions that the Federal Reserve may posture a more dovish approach to interest rates in the near ter...

08/10/2026

Market Week provides a summary of last week's market events. If you find this helpful, please don't hesitate to like/share the post. If you have any questions or thoughts you would like to discuss with one of our Wealth Managers, please leave a comment below or contact us at 844-688-4955 or [email protected].