2026 Mid-Year Market Update

We're halfway through 2026, and it's a good time to check in on how the year has actually unfolded versus what we predicted back in January. Watch this video for a look at the volatility we saw early in the year, why small cap and industrial stocks have quietly become the real story of 2026, and what we're watching for as we head into the fall, including a new Fed chair and the midterm elections. It's a candid update on where things stand and what we believe is still ahead.

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