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Market Navigator for the Month Ending February 28, 2026
Presented by Kemple Financial February was a challenging month for stocks, as concerns surrounding the disruptive nature of AI and shifting geopolitical risks weighed on investor sentiment. Domestic equities ended the month in the red; however, bonds and foreign stocks fared better. 1. Beyond the Headlines: Challenging February for Markets 2. Geopolitical Update: Shifting Risks Impact Markets 3. Economic Report Updates: Slowing Growth 4. Looking Ahead: Shifting Risks Bey


How the Middle East Conflict Could Affect Your Portfolio
Presented by Kemple Financial Early Saturday morning, the U.S. and Israel launched attacks on Iran, targeting senior leadership and military sites. Ayatollah Ali Khamenei, the supreme leader, and other top leaders were confirmed dead. Iran retaliated with missile attacks on Israel and U.S. bases in the region. Although there have been reports of possible negotiations, military activity continues. This situation is still unfolding, and it’s too soon to know what the longer-t


Monthly Market Navigator: Stocks Rally in January Despite Job Market Concerns
Presented By: Kemple Financial Markets rallied to start the year, with international stocks outperforming U.S. companies. Rising long-term interest rates weighed on bond returns; however, investment-grade and high-yield bonds were still able to post modest gains for the month. Looking forward, continued economic growth and market appreciation remain the most likely path in 2026. 1. Beyond the Headlines: Solid Start to the Year for Markets 2. Fixed Income Update: Long-Term
Market Thoughts - March 2026
Market Thoughts - February 2026
Market Thoughts - January 2026
Market Thoughts - December 2025
Market Thoughts - November 2025
Monthly Market Thoughts - October 2025
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Market Thoughts - July 2025
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The Independent Market Observer
Commentary from Commonwealth’s Chief Investment Officer
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