In this episode of the “Building Your Wealth Bridge” podcast, the team shifts to a quarterly market update, unpacking a volatile start to 2026 and the impact of recent geopolitical events on global markets. Financial Advisors William E. Will, CFA, and Zachary B. Morgan, CFA, CFP®, provide perspective on recent headlines, historical context, and what it means for long-term investors.
The team engages in a detailed discussion on the following topics:
• Q1 2026 Market Recap: A breakdown of asset class performance, including the divergence between U.S. and international markets, and how a late-quarter selloff reshaped what had been a strong start to the year.
• Geopolitical Shocks & Market Reactions: Insights into how events like oil shocks and global conflicts have historically impacted market, and why downturns are often short-lived despite heightened uncertainty.
• Staying Invested Through Volatility: A reminder of how frequently market pullbacks occur, why timing the market is difficult, and how a long-term, diversified approach helps investors navigate periods of stress.
• Long-Term Opportunities & Market Trends: A look at broader themes supporting future growth, including market broadening beyond mega-cap stocks, international momentum, AI investment, and evolving monetary policy.
As always, please send our team any questions or topics you’d like us to cover in the future.
We hope this finds you well.
Connect with us on LinkedIn:
William Will, CFA : https://www.linkedin.com/in/william-will-cfa-5666811b3/
Zac Morgan, CFA, CFP: https://www.linkedin.com/in/zac-morgan-cfa-cfp%C2%AE-339745b1/
The views stated in this letter are not necessarily the opinion of Cetera Wealth Services, LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results.
Registered Representatives offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory offered through AdvisorNet Wealth Partners. Cetera is under separate ownership from any other named entity. 9480 Enterprise Drive, Suite 1, Mokena, IL 60448-8321
