June 2026 Monthly Markets Update

Q2 2026 Executive Summary Stocks staged a strong recovery in Q2, with the S&P 500 gaining +15% and finishing near record highs. The Middle East conflict and oil shock that started in Q1 continued for most of Q2, but oil prices fell as the two sides worked toward a ceasefire agreement. Meanwhile, investors’ enthusiasm for […]
Q2 Market Recap: Broadening Beyond AI: A Strong Quarter for Stocks

Q2 2026 Executive Summary Stocks staged a strong recovery in Q2, with the S&P 500 gaining +15% and finishing near record highs. The Middle East conflict and oil shock that started in Q1 continued for most of Q2, but oil prices fell as the two sides worked toward a ceasefire agreement. Meanwhile, investors’ enthusiasm for […]
The Second-Home Decision: Balancing Aspirations with a Long-Term Plan

Whether it is a ski home in Aspen, a beachfront escape in Miami, or a metropolitan pied-à-terre, many affluent families aspire to purchase a second home. Yet as the luxury real estate market continues to break records, one thing holds true: buying a second home is rarely just a real estate transaction. It carries the […]
Week of July 05, 2026 – Weekly Economic Commentary

Summer is a remarkably busy season in monetary policy circles. While legislators may take long vacations (one exception being Britain this year, where the prolonged transition to a new Prime Minister is underway), central bankers and treasury officials go to conferences that are anything but holidays. The kick-off to the season is usually the G7 […]