Q2 2026 Market Review The following Q2 2026 Market Review was prepared by GeoWealth, Collective Wealth Planning’s back-office investment and trading team. It offers a closer look at market performance during the quarter and the themes shaping stocks, bonds, and international markets. Key Themes: Equities: Markets advanced in Q2 as earnings and AI-related spending remained supportive,…
Portfolio Rebalancing: How & Why Note from Brenna: One of the quieter but important parts of investment management is keeping a portfolio aligned with its intended purpose over time. Markets move, portfolios drift, and without a process, it is easy for investment decisions to become reactive. The article below, written by our investment partner GeoWealth,…
Q1 2026 – Market Review Each quarter, Collective Wealth Planning, with the help of our investment partner GeoWealth, provides transparency and seeks to clearly communicate what is driving performance for portfolios. The GeoWealth investment team has put together the following Q1 2026 market review. Q1 2026’s Key Themes: Markets declined in March as escalating geopolitical…
Q4 2025 – Market Review Each quarter, Collective Wealth Planning, with the help of our investment partner GeoWealth, provides transparency and seeks to clearly communicate what is driving performance for portfolios. The GeoWealth investment team has put together the following Q4 2025 market review. Q4 2025 Market Review – Key Themes Global markets closed 2025…
Q3 2025 – Market Review Each quarter, Collective Wealth Planning, with the help of our investment partner GeoWealth, provides transparency and seeks to clearly communicate what is driving performance for portfolios. The GeoWealth investment team has put together the following Q2 2025 market review. Q3 2025 Market Review – Key Themes U.S. equity markets…
Q2 2025 – Market Review Each quarter, Collective Wealth Planning, with the help of our investment partner GeoWealth, provides transparency and seeks to clearly communicate what is driving performance for portfolios. The GeoWealth investment team has put together the following Q2 2025 market review. Q2 2025 Market Review – Key Themes Global equity markets delivered strong…
How Does Dollar Cost Averaging Work? I partner with GeoWealth for investment management and support, and they recently shared a piece that breaks down the dollar cost averaging concept in a clear, approachable way. Whether you’re sitting on a lump sum and unsure when to invest, or just feeling hesitant in today’s market, this strategy…
Q1 2025 – Market Review Each quarter, Collective Wealth Planning, with the help of our investment partner GeoWealth, provides transparency and seeks to clearly communicate what is driving performance for portfolios. The GeoWealth investment team has put together the following Q1 2025 market review. Q1 2025 Market Review – Key Themes U.S. equity markets declined…
Q4 2024 – Market Review Each quarter, Collective Wealth Planning, with the help of our investment partner Geowealth, provides transparency and seeks to clearly communicate what is driving performance for portfolios. The GeoWealth investment team has put together the following commentary for Q4, 2024. Q4 2024 Market Review – Key Themes U.S. equity markets posted…
Q3 2024 Market Review Each quarter, Collective Wealth Planning, with the help of our investment partner Geowealth, provides transparency and seeks to clearly communicate what is driving performance for portfolios. The GeoWealth investment team has put together the following commentary for Q3, 2024. In short: Equity markets finished the quarter strong as the S&P 500…