Core Wealth Planning

Tactical Asset Allocation Guide | Policy, Buildouts, and Bottlenecks to Shape Markets in the Second Half LPL Research highlights tactical asset allocation strategies for July 2026, including U.S. equity preferences, bond opportunities, and AI themes.

Alternative Investments Midyear Outlook: Looking Beyond Market Beta LPL Research explains how alternatives can help investors look beyond market beta and pursue diversification in a shifting environment.

Has Stock Market Exuberance Become Irrational? This week’s Weekly Market Commentary discusses the strong second-quarter rally, highlighted by the S&P 500 gaining 12.6% and both the Nasdaq-100 and Russell 2000 rising over 20%, as equities trended steadily higher. It also examines whether recent momentum and major events like SpaceX’s IPO sign...

Keeping a pulse on the financial landscape is essential to a sound strategy. Below, you’ll find my latest weekly update available via video and a quick-read summary. Whether you’re a long-term client or a friend of the firm, I hope you find this week’s perspective helpful.

Market Week: July 6, 2026 (Video) See key market data for the week ending July 2, 2026.