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.
July 30 Market Update
What’s driving markets this week? A packed economic calendar — the Federal Reserve’s rate decision, GDP data from the US and Europe, inflation reports, jobs numbers, and Big Tech earnings — all arriving in the same five-day stretch, following a relief rally sparked by easing geopolitical tensions.
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.
July 24 Market Update
Strong earnings, choppy markets — here’s why both can be true at once. In this update, we unpack the earnings-vs-expectations gap driving recent volatility and explain why our approach to your portfolio doesn’t change based on short-term market swings.
July 10 MarketUpdate
This week: SpaceX joined the NASDAQ 100 less than a month after going public, and that matters even if you don’t own the stock directly, since index funds like Invesco’s QQQ are now required to hold it. We break down why that’s happening, what it means for volatility, and what’s next for Anthropic and OpenAI.
We also cover the Trump Accounts program, now officially live. What does it offers, who qualifies, and how the numbers could play out over a child’s lifetime.
Colin Bernd, Financial Advisor at Advent Partners, walks through this week’s market commentary.
July 2 Market Update Video
Gretchen Duda breaks down this week’s market moves: AI stock volatility, Oracle’s steep drop, Alphabet joining the Dow, Bitcoin’s ongoing slide, and what’s ahead for the holiday-shortened week, the delayed jobs report, and geopolitical watch points in the Strait of Hormuz.
June 18 2026 Market Update Video
🏦 The Fed held interest rates steady this week — but what does that mean for your money?
In his latest market update, Chris VanHart explains why the Fed hit pause, what it signals for the economy, and how to think about liquidity and high-yield savings in this environment.
June 5 2026 Market Update Video
The markets are in a tug of war — and Jim Dunlop breaks down what’s really driving the tension. From volatility in equities to shifting oil prices amid ongoing Middle East uncertainty, this week’s update covers what investors need to know.
May 08 2026 Market Update Video
In this week’s Market Update, Jim Dunlop breaks down three key stories investors are watching closely:
• The Fed and interest rate outlook
• Conflict in Iran and the impact on oil prices
• What S&P 500 earnings are telling us about the economy
May 04 2026 Market Update Video
In this week’s market update, Chris VanHart shares insights on the Fed holding rates steady following Jerome Powell’s latest meeting, along with what recent Big Tech earnings could signal for the markets ahead.
Apr 15 2026 Market Update Video
In this week’s update, Colin Bernd breaks down shifting market sentiment, what’s happening in the banking sector, and how these trends may impact investors moving forward.