As we cross the midpoint of 2026, the economy and markets are locked in a balancing act, weighing the massive growth opportunities of AI tech spending and a solid job market against the serious headwinds of sticky inflation, potential Federal Reserve interest rate hikes and geopolitical shocks.  

The first half of the year has already thrown a lot at investors - from energy and inflation shocks tied to the Iran conflict to the economic ripple effects of broad trade tariffs. Major tech giants and chip makers have seen explosive growth, but recently investors have become more cautious, pulling back on AI related stocks over concerns about the billions being spent on AI infrastructure and whether it will actually translate to near-term profits. 

So what does all this mean for your portfolio? With so much in flux, staying informed and proactive is essential for preserving and growing your wealth.

That is why we are hosting an exclusive live conversation with our partners at Fidelity Investments to break down exactly what these developments mean for your portfolio. Together, we will look at the true runway for tech stocks, how to insulate your assets from higher interest rates, and the specific adjustments we are making for the second half of the year. I invite you to join us for this timely discussion so we can answer your questions directly and help you navigate the rest of 2026 with clarity and confidence.

Brad Pineault, Fidelity Investments is not affiliated with or endorsed by LPL Financial and Compass Financial Group