Quarterly Market Review – 2nd Quarter 2026

Quarter one ended on a down note with the war in Iran.  We came into quarter two with what appeared to be some pretty significant head winds related to inflation, the war in the Middle East, the war in Ukraine, and the chaos that is Washington DC.  So CLEARLY (sarcasm intended) quarter two was going to be a rocky ride.  Uh, maybe not….

In early June the S&P hit another all time high. It closed the quarter down just shy 1.5% from the ALL TIME HIGH but still up nearly 15% for the quarter.  Irrational?  Not in my mind.  Much of the news we here is noise.  Reality is people around the world love their kids/families and like to enjoy life.  They know they need to work and they put forth a good effort.  This drives the economic engine.

Will Q3 bring a new all time high OR will we have a unforeseen catastrophe that tanks the market?  I…DO…NOT…KNOW…What I do know is…

The important thing to remember is that investing is about the LONG term.  And when you look at the performance for the past 1/5/10/15/20 years (see attached), you'll notice a solid upward pattern.  Across time and across markets.  Persistent and pervasive.

Relying on the market has been the best course of action for decades.  And we feel strongly it will continue that pattern going forward.

And, the observant reader will notice those last two paragraphs are IDENTICAL to what was shared last quarter.  That's because we have a strong, well proven investment strategy that we're sticking with through thick and thin!!!

If you have questions about investing in general or about your specific situation, we're always available to connect.

Curt

Click here to view our Q2 Quarterly Market Review.

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F5 Financial

F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change. Through our F5 Process, we provide insight and tailored strategies that inspire and equip our clients to enjoy a life of significance and financial freedom.

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