Robert Howerter, BFA, Select Wealth Partners

04/07/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

03/25/2026

Markets stayed mixed this week as investors weighed interest rate expectations, steady—but slowing—economic growth, and ongoing uncertainty around inflation. 📊

While there’s no clear direction just yet, markets continue to adjust to a more balanced environment, with different sectors taking turns leading.

Want a simple, client-friendly breakdown of what this means for you?
Head to our website to read this week’s Weekly Market Insights blog and stay informed without the noise.
https://www.selectwealthpartners.com/blog

03/05/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

02/06/2026

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1.73%, and Canada's TSX picked up 0.66%, setting multiple record highs early in the month. The Fed held rates steady as expected, with all eyes now on the March meeting. From \$27.5 billion spent in the U.S. to \$97.80 per person in Canada, Valentine's Day spending spans the globe. Check out this month's by-the-numbers.

02/04/2026

SWP Weekly Market Insights | Markets Navigate Mixed Signals: Fed, Earnings & VolatilityWeek of February 2, 2026🎧 Listen to this week’s Weekly Market Impact Podcast:https://weeklymarketimpact.libsyn...

01/28/2026

🎧 Listen to this week’s Weekly Market Impact Podcast: https://weeklymarketimpact.libsyn.com/weekly-market-impact-january-26 Market RecapMarkets experienced a mix of volatility and resilience this week. Early sharp moves tied to...

01/20/2026

We’re excited to celebrate a major milestone for Evan Kowalczyk, who has officially passed his Series 66 exam and is now fully registered as an Associate Advisor at Select Wealth Partners!This achievement marks the completion of our...

01/14/2026

🎧 Listen to this week’s Weekly Market Impact Podcast: https://weeklymarketimpact.libsyn.com/weekly-market-impact-january-12Market RecapMarkets continued their early-year momentum, with major U.S. equity indexes testing record levels...

01/13/2026

Every policy has a personality – which one fits yours?

Compare popular types of permanent life insurance based on your risk tolerance and growth goals. This quick guide makes it easy.



https://marketinghub.highland.com/m/765c2760958b3ff7/original/Pairing-Policy-with-Purpose.pdf

*VUL/IUL carry market risk; values may decline. Indexed crediting may be capped/floored. Costs apply. Tax treatment varies; consult your tax advisor.

01/09/2026

Whole Life, UL, IUL, VUL – sounds familiar, but still unclear?

This guide breaks down the core features of permanent life insurance, so you can match your strategy to your comfort with risk, flexibility, and growth potential.

https://marketinghub.highland.com/m/765c2760958b3ff7/original/Pairing-Policy-with-Purpose.pdf

*VUL/IUL carry market risk; values may decline. Indexed crediting may be capped/floored. Costs apply. Tax treatment varies; consult your tax advisor.

01/09/2026

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown.