Stonemark Wealth Management

09/17/2026

August brought broader participation across U.S. and global equity markets, as shifting sector leadership and solid corporate results helped sustain gains amid an evolving economic and policy backdrop.
Read more about the latest market and economic developments in our August Market Commentary.

August 2026 CommentaryReining in Rate ExpectationsAugust extended the resilience of U.S. equities, with major U.S. equity indexes posting positive returns during the month. The S&P 500 advanced 2.6%, while the Nasdaq Composite gained 3.9% and the Dow Jones Industrial Average rose 1.3%. At the same t...

09/03/2026

We’re proud to celebrate Fisher House Southern California, recipient of the Non-Profit of the Year Award at the SDMAC Achievement Awards!

Jennifer Ellinger, President of Fisher House Southern California, accepted the award on behalf of the organization. Wade Perry, Managing Principal of Stonemark Wealth Management and Vice President of the Fisher House Southern California Board of Directors, was honored to attend and celebrate this recognition alongside fellow military and veteran leaders.

Fisher House Southern California provides a home away from home for military and veteran families while their loved ones receive medical care. At Stonemark Wealth Management, we’re proud to support an organization that stands beside our veterans and their families when they need it most.

Congratulations to Jennifer, the entire Fisher House Southern California team, and its dedicated volunteers and supporters on this well-deserved recognition. We also thank the San Diego Military Advisory Council for recognizing the important work Fisher House does in support of our military and veteran community.

Pictured from left to right: David Boone, Rear Admiral, U.S. Navy (Ret.), President & CEO; Michael M. Frazier, Colonel, U.S. Marine Corps (Ret.), Treasurer; Jennifer Ellinger, Captain, U.S. Navy (Ret.), President/Director of Military & Family Support Services; Wade Perry, U.S. Marine Corps veteran, Vice President of the Fisher House Southern California Board of Directors and Managing Principal of Stonemark Wealth Management; Paul D. Pearigen, MD, Rear Admiral, U.S. Navy (Ret.); Joey Jerome, U.S. Navy Chief Petty Officer and Hospital Corpsman (Ret.), Director; and Brigadier General David C. Hyman, U.S. Marine Corps.

09/01/2026

Stonemark Wealth Management will be closed on Monday, September 7 in observance of Labor Day. Any transaction requests submitted after the trading deadline on Friday, September 4 will be processed when we resume business hours on Tuesday, September 8. Please call us at (626) 304-9888 if you need any assistance.

Thank you and enjoy the holiday!

08/19/2026

U.S. equities experienced a volatile July, as strong corporate earnings and continued optimism around AI supported markets, while weakness in technology stocks, elevated valuations, interest-rate uncertainty, and geopolitical risks tempered gains and kept investor sentiment cautious.

Read more about recent news in our July Market Commentary:

July 2026 CommentaryThe KOSPI CorrectionJuly represented a pause following strong second-quarter performance, as investors shifted attention toward earnings, valuations, and AI-related capital spending. Following a 15% gain in the S&P 500 during the second quarter, markets entered July with elevated...

07/10/2026

June was marked by a resilient bull market, driven by investor optimism despite geopolitical and interest-rate uncertainties. Read more about recent news in our June Market Commentary.

June 2026 CommentaryPaying for TomorrowJune proved to be one of the most eventful months of 2026. Markets navigated a rapidly evolving mix of geopolitical developments, monetary policy, and shifting investor sentiment surrounding artificial intelligence. The month began with heightened uncertainty f...

06/29/2026

In observance of Independence Day, Stonemark Wealth Management will be closed on Friday, July 3. Any transaction requests submitted after the trading deadline on Thursday, July 2 will be processed when we resume business hours on Monday, July 6. Please call us at (626) 304-9888 if you need any assistance.

Thank you and enjoy the holiday!

06/18/2026

In May, U.S. stocks climbed as resilient economic growth, easing geopolitical tensions, and investor enthusiasm for AI drove a market rally. Read more about recent news in our May Market Commentary:

May 2026 Market CommentaryOrbiting Opportunity: Launching The New Space Race May 2026 extended the strong momentum that began in April, as investor optimism continued to build around resilient economic growth, accelerating artificial intelligence investment, and easing fears of a near-term economic....

06/15/2026

Stonemark Wealth Management will be closed on Friday, June 19 in observance of Juneteenth National Independence Day. Any transaction requests submitted after the trading deadline on Thursday, June 18 will be processed when we resume business hours on Monday, June 22. Please call us at (626) 304-9888 if you need any assistance.

Thank you and enjoy the holiday.

06/08/2026

Last weekend, Managing Principal Wade Perry participated in the Balboa Island Parade as a member of the American Legion Color Guard, helping honor our nation's veterans and the enduring values of service, sacrifice, and citizenship.

At Stonemark Wealth Management, we believe that serving our clients and serving our communities go hand in hand. We are proud to support team members who remain active in their communities and continue to give back through organizations that make a difference.

Congratulations to Wade and his fellow American Legion members on being featured on the front page of the Daily Pilot. Your commitment to service reflects the values we strive to uphold every day.

Read the Daily Pilot's full article here:
https://www.latimes.com/socal/daily-pilot/news/story/2026-06-01/balboa-island-parade-kicks-off-summer-with-good-vibrations

05/21/2026

Stonemark Wealth Management will be closed on Monday, May 25 in observance of Memorial Day. Any transaction requests submitted after the trading deadline on Friday, May 22 will be processed when we resume business hours on Tuesday, May 26. Please call us at (626) 304-9888 if you need assistance.

Thank you and enjoy the holiday.