Retirement Planning

As we close the books on Q1 2026, the quarter delivered a more consequential outcome than our preliminary mid-March report anticipated. What appeared to be a sideways, volatile markets through March ended the quarter with a definitive negative print — the S&P 500's worst opening quarter since 2022. The combination of a persistent oil shock, Supreme Court rulings reshaping trade policy, and a Federal Reserve navigating between inflation and a weakening labor market created an