“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer.
In this episode, hosts Andrew Baron, CFP®, EA, and Derek Doyle examine the market and economic forces shaping the second half of 2026. With markets near record highs, inflation remaining persistent, and interest rates potentially staying higher for longer, they explore what investors should be considering as they position their portfolios for the months ahead.
The conversation covers interest rates, cash and fixed-income strategies, inflation and energy prices, geopolitical uncertainty, and the potential impact of continued AI investment. Andrew and Derek also discuss portfolio rebalancing, concentration risk, taking profits in highly appreciated positions, and the tax considerations that can come with making investment changes.
As they look toward the remainder of 2026, they discuss the potential for increased market volatility and why having a thoughtful financial plan can be more important than reacting to the latest headlines.
Whether you’re wondering if it’s time to rebalance your portfolio, deciding where to keep your cash, or trying to make sense of the current economic environment, this episode offers practical perspectives on the market—and why the right answer often depends on your individual financial plan.
If you’d like to discuss your specific situation with one of our CFPs®, please email info@jgua.com.
For the full transcript, click HERE
