November 5 Market Update: How Stocks Reacted to the 2026 Midterms
Colin Bernd explains how stocks reacted to the 2026 midterm elections, why oil and AI stocks fell, and what history says about the year after a midterm.
October 29 Market Update: Fed Holds Rates as Midterms Near
The Fed holds rates at 3.75% to 4% as midterms near. Chris Van Hart covers the Fed, Big Tech earnings, and what it means for your financial planning.
October 22 Market Update: 2027 Social Security COLA and When to Claim
The 2027 Social Security COLA is 3.6%, about $75 more per month. Learn how Medicare Part B and your claiming age affect what you actually receive.
October 13 Market Update: Why Bond Yields Just Hit a 24-Year High
Your Weekly Market Update:
Weekly Market Updates from Advent Partners: why the 10-year Treasury yield hit a 24-year high and what earnings, CPI and the Fed could mean next.
September 22 Market Update
Your Weekly Market Update
Fed Raises Rates for the First Time Since 2023 — What It Means for Your Money
September 19 Market Update
Your Weekly Market Update
Fed Raises Rates for First Time Since 2023
September 4 Market Update
Your Weekly Market Update
Market Update: Iran-U.S. Conflict Drives Oil and Bond Volatility
August 26 Market Update
Your Weekly Market Update
This Week’s Market Update: Inflation, Nvidia Earnings & the Fed’s Jackson Hole Address
August 19 Market Update
Your Weekly Market Update
Treasury yields reached their highest levels since 2007 this week, with similar trends observed in Germany, France, and Japan.
In this week’s Market Update, Jim Dunlop, Managing Partner at Advent Partners, discusses the two main factors driving this shift: structural demographic and fiscal pressures.
He also highlights a newer dynamic: the debt-fueled AI buildout, which is competing with government borrowing for capital. Additionally, he explains the implications of higher interest rates for borrowing costs, equity valuations, and fixed-income returns.
Jim emphasizes the importance of having a diversified financial plan that can withstand this kind of market volatility. Be sure to watch the full Market Update for more insights.
This week’s Market Update also unpacks the “K-shaped economy”: a pattern where higher-income households benefit from strong stock and housing markets while lower-income households face pressure from the same forces. It’s a reminder that headline economic data doesn’t tell the whole story — and why financial planning built around your specific goals matters more than short-term market moves.
Watch this week’s Market Update for the full breakdown, and reach out to your Advent Partners advisor with any questions about your financial plan.
In this week’s Market Update, Advent Partners breaks down what’s moving markets and what it means for long-term investors. Our Financial Planning approach doesn’t change with the headlines: resist the urge to react to daily volatility, avoid timing the Federal Reserve or earnings season, and use active weeks like this one to check your portfolio against your target allocation rather than make short-term bets.
Advent Partners provides ongoing Market Updates and Financial Planning guidance built around one principle: a resilient portfolio beats a well-timed one.
August 3 Market Update
The Federal Reserve held interest rates steady again this week, though the decision wasn’t unanimous — several regional Fed presidents pushed for a rate hike, citing inflation that remains above target. Meanwhile, ongoing Middle East tensions are keeping energy prices elevated, leaving the door open to a hike before year-end.
This week’s Market Update also unpacks the “K-shaped economy”: a pattern where higher-income households benefit from strong stock and housing markets while lower-income households face pressure from the same forces. It’s a reminder that headline economic data doesn’t tell the whole story — and why financial planning built around your specific goals matters more than short-term market moves.
Watch this week’s Market Update for the full breakdown, and reach out to your Advent Partners advisor with any questions about your financial plan.
In this week’s Market Update, Advent Partners breaks down what’s moving markets and what it means for long-term investors. Our Financial Planning approach doesn’t change with the headlines: resist the urge to react to daily volatility, avoid timing the Federal Reserve or earnings season, and use active weeks like this one to check your portfolio against your target allocation rather than make short-term bets.
Advent Partners provides ongoing Market Updates and Financial Planning guidance built around one principle: a resilient portfolio beats a well-timed one.