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,…
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…
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…
Earlier this month, we saw our first bout of market volatility in a while, which sparked talk online with a couple of my clients about market timing. It reminded me of how difficult this is and why no one can do it well for any extended period. Check out the article below from our investment…
Q2 2024 Market Review – Market Overview 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 Q2, 2024. Markets In Q2, U.S. equity markets continued the grind…