Mid-Year Market Update: What’s Driving Returns in 2026 So Far

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Get an inside look at how the team is navigating a volatile year in markets while still focusing on retirement-focused outcomes. Matt is joined by special guest Bepin Serraj, CFA, for a mid-year look at how different strategies are performing and where adjustments are being made. The bigger takeaway is that staying diversified and disciplined still matters, especially when leadership in the market keeps shifting.

Here’s what we discuss in this episode:
📈 Equity Strength: Diversification is paying off
🌍 Global Markets: International areas gain ground
📉 Bond Struggles: Fixed income remains challenged
🧠 Active Management: Selectivity matters in bonds
💻 Software Rebound: Recent weakness creates opportunity
🏥 Healthcare Exposure: AI may support innovation
🔄 Rebalancing: Trim winners when needed

Charts

Opinions and forward-looking statements expressed are subject to change without notice. The S&P 500 Index is an unmanaged index of 500 companies used to measure large-cap U.S. stock market performance. Index returns do not reflect any fees, expenses, or sales charges. Investors cannot invest directly in an index.

The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, Richard W. Paul & Associates, LLC is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.

This video is for educational and entertainment purposes only. No statements in this video made shall constitute tax, financial, legal or accounting advice. You should consult your own professionals on any such matters. Investment Advisory Services are offered through Richard W. Paul & Associates, LLC, an SEC registered investment advisor. Insurance Services offered through Midwest Financial Consultants, Inc.

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