Live Webinar
2026 Mid-Year Planning & Investing Outlook
Thursday, June 18th
12:00 PM ET
We'll cover...
- Where markets and the economy stand today
- The major stories influencing markets
- Planning & tax strategies for right now through year-end
Unable to attend?
You can still register and we'll send you the recording once it's available.
Register now
Webinar Overview
The first half of 2026 has been a lot to absorb. The largest oil supply disruption in history, inflation at a near three-year high, and a SpaceX IPO.
That kind of environment calls for clear perspective. Join our investment and planning team for a mid-year conversation about the headlines and the strategies worth acting on right now.
Speakers
Christopher Petrosino, CFA®
Head of Investments
Dana Vosburgh, CFP®
Managing Director, Specialized Wealth Services
Who we are
Our team has been helping clients reach lifelong goals for 50 years. We provide comprehensive wealth management solutions that fully integrate investments, advisory, and financial planning for people and organizations just like you.
We can help
Financial planning can be overwhelming. We can help. Take the first step by requesting a complimentary consultation with a member of our team. We'll discuss your goals, strategies to reach them, and develop a financial plan that's just right for you.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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