Mid-Year Market Update: What’s Driving Returns in 2026 So Far
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Mid-Year Market Update: What’s Driving Returns in 2026 So Far
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🎯 Not sure where you stand with your retirement plan? Schedule your Complete Planning Review: https://www.rwpaul.com/complete-planning-review
Get an inside look at how the team is navigating a volatile year in markets while still focusing on retirement-focused outcomes. Matt is joined by special guest Bepin Serraj, CFA, for a mid-year look at how different strategies are performing and where adjustments are being made. The bigger takeaway is that staying diversified and disciplined still matters, especially when leadership in the market keeps shifting.
Here’s what we discuss in this episode:
📈 Equity Strength: Diversification is paying off
🌍 Global Markets: International areas gain ground
📉 Bond Struggles: Fixed income remains challenged
🧠 Active Management: Selectivity matters in bonds
💻 Software Rebound: Recent weakness creates opportunity
🏥 Healthcare Exposure: AI may support innovation
🔄 Rebalancing: Trim winners when needed
Learn more about us: https://www.rwpaul.com/our-firm
Contact Matt & Steve: https://www.rwpaul.com/contact
Phone: 248-305-9911
Find us on YouTube: https://bit.ly/481OA51