KWB Wealth

KWB Wealth

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06/25/2026

Markets moved higher last week as investors welcomed signs of progress between the United States and Iran.

A potential reopening of the Strait of Hormuz could help ease oil prices over time. At the same time, the Federal Reserve made its priority clear: inflation remains above target.

Read the full Weekly Market Commentary: kwbwealth.com/wmc-6-23-26

Investing involves risk. This is informational, not advice.

06/18/2026

Last week gave investors plenty to process.

Inflation rose, interest rate uncertainty continued, and conflict in the Middle East remained in focus. Despite the uncertainty, major U.S. stock indexes finished the week higher.

Read the full Weekly Market Commentary here: kwbwealth.com/wmc-6-16-26

Investing involves risk. This is informational, not advice.

06/10/2026

What happens when both stocks and bonds struggle at the same time?

After 2022, many investors began rethinking the traditional approach to portfolio construction. Our latest blog explores how alternative investments can serve as a “third leg” in a portfolio — helping provide balance, flexibility, and added stability during unpredictable markets.

The Third Leg: Beyond Stocks and Bonds: kwbwealth.com/blogs/the-third-leg-beyond-stocks-and-bonds

Investing involves risk. This is informational, not advice.

06/08/2026

Headlines were loud and markets reacted. But behind the reactions, company earnings stayed strong.

Our recent blog breaks down why markets often recover before the news feels resolved — and why patience, perspective, and focusing on long-term fundamentals can help brighten the path forward during uncertain times. 🌱

Read more here: kwbwealth.com/blogs/when-earnings-speak-louder-than-headlines

Investing involves risk. This is informational, not advice.

05/29/2026

Feeling the pinch at the pump, the grocery store, or in everyday expenses? You’re not alone.

This week’s Weekly Market Commentary explores how rising prices are weighing on consumer sentiment, why energy costs remain a key concern, and how different households may be feeling the economy in different ways.

Read the full commentary here: kwbwealth.com/resources

Investing involves risk. This is informational, not advice.

05/28/2026

There’s still time to join us for Study Time with Steve today at 9 a.m. PST.

Tune in for a brief market update led by Steven Gormley, CIMA®, with guest speaker Claire Lucchese, CFP®, followed by time for Q&A.

Join here: https://ow.ly/RGYn50Z4kaV

Investing involves risk. This is informational and not advice.

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