Monthly Market Update – July 2026

Markets Balance Conflict, Inflation, and Earnings The second half of 2026 opened with markets balancing three competing forces: renewed U.S.-Iran hostilities, the first meaningful inflation relief in months, and the start of second-quarter earnings season. Stocks entered July with considerable momentum after the S&P 500 and Nasdaq Composite posted their strongest quarters since 2020, and […]

Revo Trade Rationale – July 2026

Revo Trade Rationale Twice a month, we evaluate market conditions and portfolio positioning through a disciplined, research-driven process. Our Trade Rationale provides insight into how we’re responding to evolving trends across equities and fixed income—always with a focus on long-term outcomes and risk management. What You’ll Find in This Update A high-level view of how […]

530A accounts and July 4th

July 4 marks not only the 250th anniversary of the signing of the Declaration of Independence, but also the official launch of 530A accounts, commonly referred to as “Trump Accounts.” Created under the One Big Beautiful Bill (OBBB), these new tax-advantaged accounts are designed to encourage long-term saving and investing for children. Since their introduction, […]