ON -DEMAND FINANCIAL PLANNING WEBINAR
Stock Market Update - Q2 2026
Investment Strategies for Today’s Markets
Markets in 2026 have been shaped by renewed global uncertainty. Escalating tensions in regions like Venezuela and Iran have introduced volatility across energy markets, supply chains, and investor sentiment. At the same time, inflation is moderating, interest rates remain in focus, and technological innovation continues to reshape entire sectors.
Amid the noise, understanding what has historically driven returns and how portfolios can be positioned accordingly is more important than ever.
Join us for our quarterly market update, where Nick Johnson, CFA®, CFP®, CEO & CIO of Willis Johnson Wealth, presents an in-depth analysis of where our economy currently stands and offers actionable tactics to consider for your investment strategy. This webinar also addresses the top concerns of our clients, including:
- The Great Divergence: Consumer sentiment has plummeted while GDP growth, employment, and wage growth remain strong. What's driving this disconnect, and how might you respond?
- International Markets, Small Caps & Value Stocks: Performance has shifted across these areas. Is it sustainable, or are we chasing yesterday’s winners?
- Valuations Tell the True Story: Despite market gains, price-to-earnings ratios remained essentially flat year-over-year, meaning returns came from earnings growth, not valuation expansion.
- Separating Signal from Noise: Amid sensational headlines, what actually matters for your investments? How do tariffs, interest rates, and policy uncertainty reshape your strategy?
- Bonds, Credit & Private Markets: Public bond spreads remain unattractive, but private credit continues to offer compelling risk-adjusted returns.
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