On the surface, Q3 2026 looked quiet: the S&P 500 gained 2.30%. Underneath, it was one of the most eventful quarters in years. Most stocks in the index lost ground while a handful of mega-cap tech names did the heavy lifting. An oil shock sent energy stocks up 17% and pushed inflation back to 3.70%. The Federal Reserve raised rates for the first time since 2023, and the 10-year Treasury yield climbed to 5.29%, its highest level since 2002.

In this session, Ryan Staton will walk through:

• The market scorecard: how stocks, sectors and asset classes finished the quarter, and why diversification paid off over the past year
• The economy: inflation, the Fed, jobs, housing and a consumer who feels gloomy but keeps spending
• Rates and bonds: what higher yields mean for income and for the bonds you already own
• What it means for you: our key takeaways and how we’re approaching the months ahead

Whether you’re a current client or simply want a clearer view of today’s market, you’ll leave knowing what’s driving your portfolio and which questions to ask. Live Q&A will follow the presentation.