Equities saw a choppy and mildly negative week as early S&P 500 record highs faded. Profit‑taking in mega‑caps and a lack of new catalysts pressured the major indexes, though underlying market breadth continued to improve. Index Performance: Russell 2000:  +2.0% S&P Mid Cap 400:  +1.3% DJIA:  -0.3% S&P 500:  -0.4% Nasdaq Composite:  -0.7% Key Themes: Rotation Beneath the Surface: Mega‑caps dragged on the indexes, while small- and mid‑caps outperformed. The S&P 500 Equal Weight Index  rose...

Cyclical leadership anchors broad push to record highs U.S. equities powered higher this week, extending their strong start to 2026 as the S&P 500 and DJIA logged multiple record highs. Investors leaned decisively into cyclical and economically sensitive areas, while mega-cap tech rejoined the rally selectively toward week’s end. 🔥 Major Index Performance Broad strength defined the week, but small caps stole the spotlight. Index Weekly Return Russell 2000 +4.6% S&P Mid Cap 400 +3.3% DJIA...

Planning your financial future is one of the most important steps you can take to ensure stability and peace of mind for you today and for your legacy. Without a clear strategy, it's difficult to ensure that your goals are achieved. High net worth individuals and families should use the new year as a time to review your plan. Young people should use the new year as a time to start planning. The attached article highlights some of the key benefits of financial planning and offers practical...