Bold Wealth's take on: Market trends, Volatility and the US
Feb 26th, 2026
Jason Lemire and Michael Craig discuss key topics, including recent market trends, market volatility, and what is happening to the US stock market.
Jason Lemire and Michael Craig discuss key topics, including recent market trends, market volatility, and what is happening to the US stock market.
More Posts
Geopolitical tensions can feel distant until they show up in your portfolio. In this video, we break down how the Iran conflict is impacting markets, what it means for your investments, and how we are thinking about strategy moving forward.
An in-depth discussion on how disciplined acquirers create value in wealth management and the common pitfalls in the process.
We currently do not have any private credit exposure in our client portfolios. That's by choice, a decision we made about a year ago because we believed the risks outweighed the potential benefits for our clients over the short and medium term.
Let’s Build Your Future Together
Partnering with BoldWealth means gaining more than portfolios and technology — it means having a team behind you, dedicated to helping your practice grow with confidence. Whether you’re ready to transition or just exploring options, we’re here to help.