There are a lot of questions on the minds of investors. Usually after a big market gains like we experienced over the summer, everyone is happy and thinks things are going great. But I hear a lot of concerns from folks on a regular basis this time around. I think that’s warranted because we are living in a world with two different economies running simultaneously. One is in a recession. The other is partying like it’s 1999. How we invest wisely based on what’s really happening is going to be very important over the next few months and into 2026.

In this outlook, we’re going to talk about the gains we have seen so far this year and whether we are in a market bubble. I’m also going to help you resolve the difference between your feelings about the economy and what you are seeing in your portfolio – because what you feel may not be what you’re experiencing in your investments. As always, I will share my views on the stock market, interest rates, the Fed, inflation, real estate and other assets like Gold.

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Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

Today we’re diving deep into one of the most important—and often misunderstood—pillars of retirement planning: Social Security.

Whether you’re a few years from retirement or already mapping out your retirement income strategy, understanding how Social Security works—and how to optimize it—can make a six-figure difference over your lifetime. We’ll cover everything from when to claim to spousal benefits to tax implications. So Lets Dive in.

Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed

Are we in a stock market bubble? The market certainly “feels” overvalued relative to our experiences in the economy day in and day out. The phrase "stock market bubble" is in the media a lot and many of our clients and friends have asked me the magic question – are we in a stock market bubble? Is this irrational exuberance or is it rational growth? So on this episode we will talk about where things stand relative to past bubbles, and I’ll answer the questions no one seems to want to answer on the record – are we in a bubble?

Have Questions? Want to Talk?

https://www.thecapitalstewards.com/startconversation

Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.