2026 Q1 Quarterly Market Update

The start of a new year is a natural time to step back, take stock, and consider how current market developments and financial priorities fit into your broader life plan. May Barnhard Investment's Director and CIO, Gregory Estes, CFA, and Manager, Stephanie Anderson, CFA, CFP®, CDFA®, walk you through the first quarter of the year and beyond.

Schedule a free Wealth Management consultation with any one of our experienced financial professionals: https://maybarnhardinvestments.com/co...

00:00 - Intro & Disclaimer
02:32 - Market Overview
06:16 - Labor Market
10:10 - U.S. Inflation & Fed Funds
12:51 - Tariffs
14:45 - Equities Over 2025 and Into 2026
16:56 - Asset Quilt
17:57 - Earnings Expectations into 2026 and Beyond
20:30 - How Expensive Are Different Market Caps?
22:26 - Growth vs Value S&P 500
24:02 - Silver vs. Gold Spot Prices
26:23 - The Dollar Index
27:22 - Bond Yields
29:42 - Mortgage Rates and Home Sales
31:15 - 2026 Financial Planning Guide Introduction
32:50 - New Years Resolutions and Financial Concerns
35:01 - Beginning of Year Review Process
36:10 - The Load Bearing Pillars of Your Financial Blueprint
37:36 - How do you define wealth?
39:18 - Financial Planning Template
39:40 - Cash Flow & Net Worth
42:05 - Liquidity Management
44:21 - Tax Planning
50:11 - Investment Planning
55:15 - Estate Planning
56:55 - Insurance Planning
59:50 - Dynamic and Resilient Financial Planning
1:00:42 - Question and Answers

Questions answered:
As a first time home buyer, what are good savings goals to have in case of emergencies to the house? And are there any other financial planning considerations I should have now that I own property?
Thoughts on Annaly Capital Management (NLY) a REIT that generates quarterly income? It has currently has a yield of 12.9% (Borrows cheaply to reinvest in government guaranteed mortgage securities)


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IMPORTANT DISCLOSURES:
• This material is for information purposes only and is not intended as tax, legal, or investment recommendations.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.

CFA - Chartered Financial Analyst is a professional designation offered by the CFA Institute, an organization that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis. To become a charter holder, candidates must pass three exams, hold a bachelors degree, and complete at least 4,000 hours of relevant professional experience over a minimum of three years.

CFP® - CERTIFIED FINANCIAL PLANNER® is a professional designation offered by the CFP Board. Candidates have a two-part education requirement includes both completing coursework on financial planning through a CFP Board Registered Program, and holding a bachelor's degree or higher (in any discipline) from an accredited college or university.

CDFA® - Certified Divorce Financial Analyst is a professional designation issued by the Institute for Divorce Financial Analysts. Divorce Financial Planning is the application of the discipline of financial planning to settlement strategies in divorce. The process requires the synthesis of tax, insurance, retirement and other areas of knowledge with their specific application to divorce. Candidates must have a bachelor's degree with three years of on-the job experience or if no bachelor's degree, five years of relevant experience.