As I often do before writing quarterly commentaries, I find a quiet place in my office, look at the chart above, and write the three to five items or
words that I believe defined the quarter (and year). I came up with a violent stock rally, Iran/Hormuz, semiconductors/AI, and SpaceX IPO. My head
was spinning in ways that brought me back to the rally that occurred in late March during COVID; a rally so furious and broad-based (and memories
that were exponentially greater and visceral) that I needed some measure of calm to balance the emotions. Click here to finish reading the Q2 2026 Market Commentary.
Prepared by Schneider Downs Wealth Management Advisors, L.P.
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