July 2026 Market Review: Momentum, Bonds and Interest Rates

July looked like a relatively quiet month if you only watched the S&P 500 or the Dow. Both indexes spent most of the month trading sideways, and the headline numbers did not make it look like much had happened. Under the surface, however, there was a lot of movement. Semiconductors, South Korean stocks, the Nasdaq, […]

March 2026 Market Review: Oil, the S&P, and What I’m Watching Right Now

March 2026 financial market review

March 2026 was, as I told clients in this month’s video review, it was indeed a month. A lot happened. Oil spiked dramatically. The S&P pulled back nearly 10%. Bonds sold off. And depending on which side of the trade you were on, it either felt like chaos or opportunity. I want to break down […]

April 2026 Market Recap: Two Stories Behind a New All-Time High

April 2026 market recap

A look at market breadth, rising inflation expectations, and what they mean for long-term planners. By Matt Williams, CFP®, CRPC®, APMA®   |   6 min read A note on sources: Specific price data, technical chart patterns, and breadth indicators referenced throughout this article are derived from publicly available data via StockCharts.com, reviewed as of […]