
Stocks: Prices Up, Valuations Down
Soaring earnings estimates are pushing P/E ratios lower As we move into the second half of 2026, U.S. large-cap stocks may be on pace to
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Offering technology, expertise, and investment solutions that fuel advisor growth and deepen client relationships.
Customizable separately managed accounts (SMAs) designed with goals-based planning in mind.
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Our Gain, Protect, and Spend portfolios are for meeting your clients’ life goals.
Customizable separately managed accounts (SMAs) designed with goals-based planning in mind.
Dedicated outsourced CIO (OCIO) solution and additional practice management services.

Soaring earnings estimates are pushing P/E ratios lower As we move into the second half of 2026, U.S. large-cap stocks may be on pace to
What Happened Last Week Semis-Induced Volatility: Equity markets rose on the week, but semiconductor-related news flow led to choppy sessions and rotation. Mid-East Tensions Rose:

Breaking the Market Playbook Overview The first half of 2026 illustrated that markets often lead, and sometimes defy, conventional wisdom. War broke out in the