Sterling Edge Financial LLC

Small caps just flipped the script on large caps.

The first half of 2026 saw U.S. small‑cap stocks outpace large caps by 12.3%, the strongest first‑half gap in the last 21 years.

Zooming out, the same chart shows small caps trailing large caps in most first halves since 2005, including big lag years like 2020 and 2024, so this year’s move is a sharp reversal rather than “business as usual.”

We’re watching moves like this so you can spend less time staring at market charts and more time on the rest of your life. Diversified exposure across different market caps can help investors participate when leadership rotates, without needing to time every shift.

Ever feel like money stress is just part of being an adult?

Financial freedom rarely comes from one big move... it’s usually the result of a series of small, thoughtful decisions over time.

When you know what’s coming in, what’s going out, and what’s being set aside, you create room to breathe - and room to choose.

It is time talk….

Starting an estate planning conversation with a parent can feel awkward. A softer way in is to ask:

“Where do you keep the important papers?”

That one question can open the door to what matters most: who to call, where documents live, and what your loved one would want if decisions had to be made.

It does not have to be a heavy conversation. Sometimes, it just starts with coffee and one honest question.

Happy Fourth of July! Today we celebrate the independence first declared in 1776 and the ongoing work of building a stronger, more resilient country.

This Fourth of July is especially meaningful as America marks its 250th birthday; a reminder that the choices we make over time, for our families and communities, can shape the future we’re working toward.

We hope you enjoy a safe, restful holiday with the people who matter most.