Stonemark Wealth Management

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.

05/20/2026

April marked a major shift in market sentiment, with equities posting one of their strongest rallies in years. Strong earnings, improving macro conditions, and AI infrastructure demand continued to drive markets higher. Read more about recent news in our April Market Commentary: https://www.stonemarkwealth.com/april-2026-market-commentary

04/21/2026

March was characterized by heightened volatility as geopolitical tensions and rising energy prices renewed inflation concerns and pressured global markets. Despite the risk-off environment, improving valuations are beginning to present compelling long-term opportunities. Read more about recent news in our March Market Commentary: https://www.stonemarkwealth.com/march-2026-market-commentary