Educational note: Market updates are provided for general informational and educational purposes only and should not be considered personalized investment advice, a recommendation to buy or sell any security, or a forecast of future performance. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results.

Weekly Market Updates

A brief overview of recent market activity and planning context for long-term investors.

Market commentary often focuses on headlines and short-term movement.

The goal of these updates is to summarize recent developments and provide context for long-term planning conversations.

Title slide for Weekly Market Updates report with a rising bar chart icon and subtitle 'Insights. Perspective. What Matters.'
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Weekly Market Update: July 20, 2026

U.S. equity markets finished the week lower, with the S&P 500, NASDAQ Composite, and Dow Jones Industrial Average all declining.
• S&P 500: -0.77%
• NASDAQ: -1.36%
• Dow: -0.67%
Key themes:
• CPI and PPI inflation readings cooled during June
• Economic data was mixed across consumers, housing, and manufacturing
Takeaway:
The week showed that headline index returns and underlying economic data can tell different parts of the market story.

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Weekly Market Update: July 13, 2026

U.S. equity markets finished the week mixed, with the S&P 500 and NASDAQ Composite moving higher while the Dow Jones Industrial Average declined.
• S&P 500: +0.50%
• NASDAQ: +0.61%
• Dow: -0.79%
Key themes:
• Economic data pointed to continued expansion with some moderation
• Fed minutes kept inflation in focus
Takeaway:
Mixed weeks can be a reminder to evaluate market data in context rather than relying on one index alone.

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Weekly Market Update: July 6, 2026

U.S. equity markets finished the holiday-shortened week mostly higher, with the Dow leading while the S&P 500 posted a modest gain and the NASDAQ finished nearly flat.
• S&P 500: +0.58%
• NASDAQ: +0.05%
• Dow: +1.37%
Key themes:
• Rotation away from technology and semiconductors showed investors becoming more selective
• Softer labor market data reduced concerns about near-term Fed rate hikes
Takeaway:
Headline index returns were positive, but leadership continued shifting beneath the surface.

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How to Use This

These updates are not intended to drive short-term investment decisions.

They are intended to provide general market context so readers can better understand recent developments within a long-term planning framework.

If you are unsure how market conditions relate to your own plan, it may be helpful to review your goals, time horizon, liquidity needs, and risk tolerance before making investment decisions.

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