— Market Updates

Timely insights for confident financial decisions.

Dial-In Information

Every 3rd wednesday of the month.
1:00 P.M. – 1:30 P.M. PT

Phone Number: (714) 509-0165
Access Code: 340581

Past Market Updates

March 2026 – 3 in 3

March 2026 – 3 in 3

This month, Jason talks about geopolitics, stagflation, and oil. In this month’s 3 in 3 market update, Jason explores three key themes currently shaping the investment landscape:...

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February 2026 – 3 in 3

February 2026 – 3 in 3

This month, Jason talks about the macro environment, the broadening market, and earnings results. In this month’s 3 in 3 market update, Jason walks through several of the key...

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January 2026 – 3in3

January 2026 – 3in3

2026 Outlook: S&P 500 Targets In our January 2026 market outlook, we review the primary catalysts driving equity projections for the year ahead. Institutional S&P 500...

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