Bob Graham of Riggs Asset Management provides a midyear 2026 market update, reviewing portfolio performance, key trends in stocks and bonds, and what investors should expect in the second half of the year. Markets have followed a typical midterm election cycle—strong early performance, a spring pullback, and a summer recovery. Looking ahead, Bob discusses the likelihood of continued volatility into the fall election, followed by a potential year-end rally. Key topics include: Stabilizing interest rates and easing inflation driven by declining energy prices Broadening market leadership beyond large-cap technology Strength in financials, healthcare, and industrial sectors Portfolio positioning for the remainder of 2026 and into 2027 If you have questions about your portfolio or the markets, please contact your Riggs advisor.