Broker Check
Weekly Market Update:  Happy Independence Day!

Weekly Market Update: Happy Independence Day!

July 01, 2026

Watch our Weekly Update HERE

If you've followed me for any length of time, you know I enjoy looking at history and philosophy because they have a way of putting today's headlines into perspective. The market moves every day, the financial news cycle changes every hour, and investors are constantly tempted to react to whatever seems most important in the moment. History reminds us that the biggest accomplishments are rarely measured in days or weeks. Instead, they are measured in years, decades, and sometimes generations.

This week has been filled with milestones, both personal and national. I officially reached two consecutive years of getting at least 10,000 steps every single day, a goal I wasn't even thinkingg of when I started. I also crossed 20,000 followers on LinkedIn, something that took nearly 15 years of consistently writing, learning, teaching, and sharing ideas. To everyone who has connected with me, read an article, watched a video, attended one of our seminars, or simply taken a moment to encourage our team along the way, thank you. Your support means more than you know, and it is a reminder that meaningful relationships, like meaningful accomplishments, are built one conversation at a time.

While I'm on vacation with my family, we've had the opportunity to visit places that tell the story of America at some of its most important moments. One stop was Vicksburg National Military Park, where on July 4, 1863, General Ulysses S. Grant accepted the surrender of the city and the Confederate army defending it. Together with the victory at Gettysburg the previous day, the fall of Vicksburg marked a decisive turning point in the Civil War. The Mississippi River was reopened, the Confederacy was split in two, and the rebellion suffered a blow from which it would never recover.

Standing on that battlefield, I couldn't help but think about the years of preparation that led to that victory. Grant endured failures, criticism, political pressure, and enormous logistical challenges before arriving at Vicksburg. Success was not created on July 4. It was earned through countless decisions made long before the surrender papers were signed. The same principle applies to investing, retirement planning, business ownership, and nearly every worthwhile pursuit in life.

We also spent time touring Abraham Lincoln's home in Springfield, Illinois, and my daughters discovered a fun fact that immediately grabbed their attention. They were amazed to learn that Lincoln is a member of the National Wrestling Hall of Fame because of his remarkable wrestling ability as a young man. That unexpected piece of history sparked a much deeper conversation about the kind of leader Lincoln became. His greatest legacy was not athletic achievement, but his unwavering belief that the United States was worth preserving and that a nation united could accomplish extraordinary things.

This year our country celebrates an incredible milestone as America turns 250 years old. That anniversary is about far more than fireworks, parades, or backyard cookouts. It is an opportunity to remember the generations who built this nation, defended it, improved it, and handed it to us with the expectation that we would continue the work. Every generation inherits freedom, but every generation also inherits responsibility.

That responsibility extends beyond public service or politics. We fulfill it by raising our families well, serving our communities, building successful businesses, treating others with respect, and making thoughtful financial decisions that strengthen the people we love. Every retirement account contribution, every estate plan, every tax strategy, and every disciplined investment decision becomes part of a much larger legacy. Just as Lincoln believed America united could accomplish anything, each of us has an opportunity to contribute to that ongoing story in our own way.

The markets will continue to experience periods of uncertainty because uncertainty has always been part of investing. Headlines will change, interest rates will move, and investors will occasionally wonder whether this time is different. History teaches us that progress is rarely a straight line, but it also reminds us that patience, discipline, and perseverance have consistently rewarded those who stay focused on the long term. We cannot control the market every day, but we can control how we prepare, how we respond, and whether we remain committed to our plan.

As we celebrate Independence Day and America's 250th birthday, we hope you'll take a few moments to appreciate the milestones in your own life. Celebrate the progress you've made, thank those who helped you along the way, and remember that every great accomplishment begins with a single decision followed by another, and another after that. We owe a debt of gratitude to the generations of Americans who came before us, from the founders to the soldiers at Vicksburg, from Abraham Lincoln to those who continue serving today. The best way to honor them is to live with purpose, build wisely, help others, and leave the next generation with even greater opportunities than we inherited.

Charts and Disclosures Available HERE