Q1 Market Recap: What Changed?
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Q1 Market Recap: What Changed?
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In this episode, David and Brandon break down what really happened in the markets during the first quarter of 2026 and why it likely felt worse than it actually was.
After a strong start to the year, markets pulled back amid uncertainty around interest rates, government policy, and global events. But rather than a broad market collapse, the quarter was defined by shifting leadership across sectors and short-term volatility driven by headlines.
They walk through what changed, what mattered, and how investors should think about market movements in the context of a long-term financial plan, especially in or near retirement.
Key Topics:
• What caused the Q1 market pullback after early-year momentum
• How uncertainty around the Fed, politics, and global events impacted markets
• Why this wasn't a broad market decline, but a shift beneath the surface
• The importance of diversification across sectors and asset classes
• How interest rates, inflation, and earnings influence market direction
• Why reacting to headlines can derail long-term investment success
• The core message: stay disciplined, stay invested, and trust your plan