Our Director of Investments, Charles “Chad” NeSmith, CFA, CFP®, will review market themes from the first half of 2026 and share considerations for the second half of the year. Topics of discussion will include how markets are adapting to the leadership of new Federal Reserve Chairman Kevin Warsh, portfolio positioning ahead of the upcoming midterm elections, and the ongoing conflict in the Middle East and its potential implications for global markets.
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This webinar is provided for informational and educational purposes only. The information presented is believed to be accurate and up to date, but it should not be regarded as a complete analysis of the subjects discussed. Tobias Financial Advisors does not provide legal advice. Attendees should consult with their attorney before implementing any estate planning strategies discussed. All expressions of opinion reflect the judgment of the speakers as of the date of the event and are subject to change. Individual timelines and experiences may vary based on personal circumstances.