If you look at market headlines over the last decade, it feels like one story. US large-cap stocks, especially big tech, the Magnificent 7, and the S&P 500, have outperformed.
But have we gone too far? Should we be considering international equity? Here is the case for why global diversification still matters.
In this market update, I cover key takeaways from the 2026 JPMorgan long-term capital market assumptions report and how it impacts financial plans, retirement plans, and investment strategies going forward.
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Jack and Rebecca hope to retire within the next year. Although they’ve accumulated significant assets during their careers at Dell Technologies, they still lack financial peace of mind. As retirement approaches, they have many unanswered questions about how to make the transition with confidence.
Eric and Kelly need help creating a financial plan for retirement. They’re not looking for every day to feel like Saturday. Instead, they are planning to enjoy financial independence without the need to continue working in big tech.
