Q4 2026 Newsletter
Quick Stats: Q3 2026 Performance
● S&P 500 Index: up 12.73% YTD through Q3, up 15.72% over last twelve months
● Bloomberg Aggregate Bond Index: down 2.91% YTD through Q3, down 1.84% over last twelve months Source: Invesco
Q3 2026 Market Recap: Rising Rates, Resilient Earnings, and a Choppier Market
The third quarter delivered what we anticipated — more volatility.
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