Risk Managed Strategy Funds

LPL: The Return Of The Stocks Picker’s Market

February 26, 2026

The Reemergence of a Stock Picker’s Market At first glance, 2026 may appear relatively uneventful for U.S. equities. The S&P 500’s modest year-to-date performance suggests a market treading water. But beneath the surface, a very different dynamic is unfolding. Individual stocks are moving more independently than they have in recent years. The result is widening […]

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Visual Capitalist: The Growth Of $100 By Asset Class

February 25, 2026

📊 What $100 Invested in 1965 Would Be Worth Today When it comes to long-term investing, time and compounding can make a dramatic difference. Looking back over the past 60 years, different asset classes have delivered very different results. Based on long-term historical data, stocks have been the clear leader in wealth creation compared to […]

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John Hancock: Weekly Market Recap Week Ended February 20

February 24, 2026

Tariffs ruling In a 6-3 decision, the U.S. Supreme Court on Friday ruled that the Trump administration exceeded its legal authority last year when it imposed tariffs on imported goods from most of the nation’s biggest trading partners. The ruling didn’t appear to resolve whether the government must repay tariff revenue that it has already […]

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Franklin Templeton: What’s Next For Gold?

February 19, 2026

What’s Next for Gold in 2026? Gold has surged in recent years, capturing investor attention amid global uncertainty. Yet while bullion prices have climbed sharply, gold mining stocks have not kept pace. This divergence has sparked debate among investors. Here’s a closer look at what may be driving gold’s performance — and what it could […]

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Visual Capitalist: Where Incomes Are Rising Fastest By State

February 18, 2026

Where Income Growth Is Accelerating — And Why It Matters Over the past five years, U.S. household income has grown at a historically strong pace — but the gains haven’t been evenly distributed. Nationally, median household income rose from $68,700 in 2019 to $83,730 in 2024 — a 21.9% increase (nominal, not adjusted for inflation). […]

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John Hancock: Weekly Market Recap Week Ended February 13

February 17, 2026

Jobs resilience U.S. jobs growth exceeded expectations, helping to ease recent concerns about labor market weakness. The gain of 130,000 jobs in January was more than double the number that most economists had forecast and up from 48,000 in December. January’s unemployment rate slipped to 4.3% from 4.4% the previous month.   Inflation moderation Friday’s […]

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Lord Abbett: The Factors Supporting A Bullish Case For 2026

February 13, 2026

A Bullish Outlook for Equities in 2026: What’s Supporting the Market? After a strong year for global equities, investors are asking an important question: Can the momentum continue into 2026? While markets are never without risk, several key forces suggest that the foundation for continued equity strength remains intact. A Strong Backdrop for Stocks Equity […]

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Visual Capitalist: 3 Key Tax Changes For U.S. Investors In 2026

February 11, 2026

3 Important Tax Changes Investors Should Watch in 2026 Tax laws change frequently, and 2026 is shaping up to be another year with meaningful updates. Several federal adjustments could affect deductions, estate planning strategies, and retirement contributions — making this a good time to review your financial plan. Here are three notable tax changes U.S. […]

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John Hancock: Weekly Market Recap Week Ended February 6

February 10, 2026

Bifurcated market U.S. large-cap value stocks widened their year-to-date performance lead over growth stocks, marking a shift from the growth style’s dominance in recent years. A value benchmark finished 2.2% higher for the week while its growth counterpart fell 2.0% Tech trouble Stocks started and ended the week with rallies, helping to offset sell-offs on […]

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LPL: A Cold January, But The Stock Barometer Remains Positive

February 5, 2026

A Cold January, but the Stock Barometer Remains Positive Adam Turnquist | Chief Technical Strategist Last Updated: January 27, 2026 As a wave of inclement weather sweeps across much of the U.S., investors are also navigating a seasonally important period for markets. Much like winter storms can influence travel patterns and economic activity early in […]

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