Hi All, Welcome to the Q1 newsletter & market review. Q1 Market Performance The first quarter of 2026 felt a lot like that of 2025. Last year, the announcement of the administration’s tariff policy sent stocks into bear market territory (-20%). This year, the War in Iran has spiked oil prices and sent the S&P 500 and tech stocks into correction territory (-10%). Even with the early volatility in 2025 the market bounced back and had a positive year. Hopefully, we are experiencing that...

Hi All, Happy New Year! Welcome to the Q4 newsletter & market review. Q4 Market Performance The market finished strong in the 4th quarter resulting in another terrific year for investing. The S&P 500 returned 16.64% in 2025. International funds performed exceptionally well returning 28.32%. Small and mid cap funds had positive years posting gains of 4.53% & 6.19% respectively. Year-to-date Returns (2025) S&P 500 +16.64% Total Market +15.91% Tech +20.41% Mid Cap +6.19% Small...

Hi All, Welcome to the Q3 newsletter & market review. Fall is officially here! I hope everyone enjoyed their summer and had a chance to take a break from work to recharge. My wife and I took our kids to Disneyland to kickoff the summer break (picture below). We also spent a few weeks in Washington visiting family. Last month, Stride Financial Planning turned three years old! I'm very grateful to my clients for their business and continued support. Q3 Market Performance The third...