The GNZ Quarterly Update Video is designed to keep you informed on the markets, highlight timely financial planning opportunities, and provide perspective on the issues that matter most to your financial future.

Each quarter, we’ll focus on three key areas: Market. Planning. Perspective.  For the quarter ended September 30, 2026, we discuss:

• Market Update: The stock market has delivered strong year-to-date performance, with the S&P 500 up approximately 11.8%. While corporate earnings remain strong, we also discuss potential risks related to stock market valuations and the interest rate environment.
• Financial Planning: With open enrollment approaching for many employer-sponsored healthcare plans and Medicare, we highlight important healthcare considerations and opportunities to review your coverage.
• Perspective: There is no shortage of financial headlines and market noise. At GNZ, our focus remains on helping you navigate uncertainty, make informed decisions, and keep your comprehensive financial plan aligned with your long-term goals.

As always, we’re here for you.  Please don’t hesitate to reach out with questions or to notify us if you’ve experienced any significant life changes that may impact your financial plan.