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Markets have been stronger than many investors expected in 2026, but the story beneath the surface is more complicated than the headline returns suggest.

Listen now and learn:

► Why U.S. stocks have held up despite geopolitical shocks, energy concerns, and higher bond yields

► How the AI buildout is influencing earnings growth—and why expectations matter from here

► What developed international and emerging markets are adding to the 2026 market story

► How long-term investors can think about diversification, bonds, and portfolio discipline heading into the second half of the year

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

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