Market Update

Our clients’ allocations are informed by a review of many of the valuable resources listed below. These independent third-party materials do not necessarily reflect the views of our firm or the companies we represent. They are provided for educational purposes only and should not be construed as recommendations.

Valuable Allocation Insights

• T. Rowe Price Global Asset Allocation Viewpoints
• CNR Speedometers℠ Forward-Looking Six to Nine Months (City National Rochdale)
  

Current Market Conditions and Performance

• JP Morgan's Guide to the Markets
• Brian Wesbury - The Antidote to Conventional Wisdom
• WSJ's P/Es & Yields on Major Indexes
• US Stocks Performance
• World Stock Market Performance
• Bank CDs and Money Market Rates and Treasuries
• Bond Rates

Mortgage Rates and Predictions

• Mortgage Rates & Trends
• Mortgage Rate Predictions

And More

• Additional Resources (Historical impact of tariffs, inflation, war, or rising rates on the market)
• 2026 Social Security and Medicare Summary Sheet From Allianz
• Yearly Tax Guide From John Hancock

Take a moment to explore a few of our past newsletters and see if our insights resonate with you. 

• 2026 March
• 2026 February
• 2025 December 
  
• 2025 November
  
• 2025 October
  

If you find value in our clear, practical news you can actually use, then consider subscribing to our free monthly newsletter—designed to keep you informed, prepared, and a step ahead.

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