Evervest Financial

06/22/2026

Another reminder to join us for our 2026 Mid-Year Market Outlook Webinar, where we’ll discuss what's shaping the year ahead.

Matthew Ko, Equity Market Strategist at T. Rowe Price, will join us as our guest speaker.
📅 June 25th
⏰ 2:00 PM – 3:00 PM PST
📍 Live Online Webinar

Register by clicking the link https://www.evervestfinancial.com/events/mid-year-market-outlook-2026
or visiting our website’s Events page. We look forward to having you join us.

06/17/2026

Reminder to join us for our 2026 Mid-Year Market Outlook Webinar, where we’ll discuss what's shaping the year ahead.

Matthew Ko, Equity Market Strategist at T. Rowe Price, will join us as our guest speaker.
📅 June 25th
⏰ 2:00 PM – 3:00 PM PST
📍 Live Online Webinar

Register by clicking the link https://www.evervestfinancial.com/events/mid-year-market-outlook-2026
or visiting our website’s Events page. We look forward to having you join us.

06/10/2026

Our Co-CEO and Founding Partner, Jay Spector, CFP® was appreciated being included for this CNBC article written by Sarah Agostino on how inflation continues to erode the real return on cash.

Cash feels safe, and for short-term needs it absolutely has a role. But cash is not risk-free when inflation stays elevated. The risk just looks different — it is not market volatility, it is the quiet loss of purchasing power over time.

Jay's view is simple: keep enough cash for liquidity, emergencies, and upcoming expenses. Use high-yield savings, CDs, Treasuries, and, when appropriate, tax-free municipal bonds. But don’t let excess cash become the long-term plan.

Reality-based investing means matching your money to its purpose — safety for short-term needs, income where appropriate, and growth for the future.

While inflation is a normal part of the economy, the higher it is, the more your idle cash is losing purchasing power over time.

06/08/2026

Some of you know I am a devout sports fan. I especially love basketball, football and soccer and almost every time I turn on the tv, it is to watch some sort of a sporting event. And I love the Phoenix Suns. We are Sixth Man Members,...

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

04/29/2026

Fed holds steady but decision garners 4 dissents, most since 1992. Path forward uncertain.

Recent indicators suggest that economic activity has been expanding at a solid pace. Job gains have remained low, on average, and the unemployment rate has bee

04/24/2026

https://www.evervestfinancial.com/blog/all-time-highs-all-time-lows

New blog post

All Time Highs – All Time Lows The conflict between the US, Israel and Iran has been front and center for investors now for close to two months. And, initially, the S&P 500 sold off in response to spiking oil prices. The 500-stock...

04/24/2026

Big news coming soon…

After a lot of thought, real-world experience, conversations and planning as well as helping clients navigate today’s markets, our Co-CEO and Founding Partner Jay Spector is excited to share that his new book:

“The Reality-Based Investor: How to Achieve Your Dream of Tomorrow Starting from Where You Are Today”

…is set to be released in June 2026.

This isn’t a theory book.

It’s built around what actually works—cutting through the noise, focusing on income, discipline, and strategies designed for real life… not headlines.

If you’ve ever felt like investing has become more confusing than helpful, this is for you.

More details coming soon—including how to get your copy.

Stay tuned.

04/24/2026

All Time Highs – All Time Lows The conflict between the US, Israel and Iran has been front and center for investors now for close to two months. And, initially, the S&P 500 sold off in response to spiking oil prices. The 500-stock...