Evervest Financial

08/13/2026

Another FOCUS in the books!

The EverVest team enjoyed a great week of learning, collaboration, and connecting with others across our industry. We always come away from FOCUS with new perspectives, fresh ideas, and an even greater appreciation for the work we do together.

We’re excited to put those insights to work for our clients!

08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

07/29/2026

https://www.federalreserve.gov/newsevents/pressreleases/monetary20260729a.htm

Fed stands pat on rates but three governors dissent in favor of a hike.

The Federal Open Market Committee approved the following statement for release by a 9 – 3 vote: The Committee decided to maintain the target range for t

07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

07/08/2026

The markets may look strong on the surface, but are there risks investors aren't seeing?

In this short video, Matthew Ko uses a World Cup analogy to explain why today's market environment deserves a closer look.

Want the full picture? Watch our Mid-Year Market Outlook Webinar for expert insights on the economy, markets, and what investors should be watching in the months ahead.

🎥 Watch now at http://www.evervestfinancial.com/webinars or visit our website and navigate to Firm News > Webinars.

07/07/2026

Our Mid-Year Market Outlook Webinar recording is now available!

Hear insights from Matthew Ko of T. Rowe Price on the markets, the economy, and what investors should be watching for during the rest of 2026.

🎥 Watch the recording today at https://www.evervestfinancial.com/webinars or go to our website under Firm News/Webinars Page.

06/26/2026

The More Things Resolve, the More They Remain Unclear Geopolitical Resolutions are Scarce As we entered 2026, the prospect of a fifth year of the ongoing Russian invasion of Ukraine and a possible resolution was on our watch list. But...

06/22/2026

Another reminder to join us for our 2026 Mid-Year Market Outlook Webinar, where we’ll discuss what's shaping the year ahead.

Matthew Ko, Equity Market Strategist at T. Rowe Price, will join us as our guest speaker.
📅 June 25th
⏰ 2:00 PM – 3:00 PM PST
📍 Live Online Webinar

Register by clicking the link https://www.evervestfinancial.com/events/mid-year-market-outlook-2026
or visiting our website’s Events page. We look forward to having you join us.

06/17/2026

Reminder to join us for our 2026 Mid-Year Market Outlook Webinar, where we’ll discuss what's shaping the year ahead.

Matthew Ko, Equity Market Strategist at T. Rowe Price, will join us as our guest speaker.
📅 June 25th
⏰ 2:00 PM – 3:00 PM PST
📍 Live Online Webinar

Register by clicking the link https://www.evervestfinancial.com/events/mid-year-market-outlook-2026
or visiting our website’s Events page. We look forward to having you join us.

06/10/2026

Our Co-CEO and Founding Partner, Jay Spector, CFP® was appreciated being included for this CNBC article written by Sarah Agostino on how inflation continues to erode the real return on cash.

Cash feels safe, and for short-term needs it absolutely has a role. But cash is not risk-free when inflation stays elevated. The risk just looks different — it is not market volatility, it is the quiet loss of purchasing power over time.

Jay's view is simple: keep enough cash for liquidity, emergencies, and upcoming expenses. Use high-yield savings, CDs, Treasuries, and, when appropriate, tax-free municipal bonds. But don’t let excess cash become the long-term plan.

Reality-based investing means matching your money to its purpose — safety for short-term needs, income where appropriate, and growth for the future.

While inflation is a normal part of the economy, the higher it is, the more your idle cash is losing purchasing power over time.