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2026 Q2 Market and Investment Update with Karl Frank of A&I Wealth Management

What happened in the investment markets during the second quarter of 2026—and what might it mean for the months ahead?

In this quarterly market update, A&I Wealth Management’s Carl Frank examines ...the sharp market rebound following a difficult first quarter. He explores why investment performance may look stronger than the headlines suggest and shares perspective on the economic, political and technological forces influencing today’s markets.

Topics covered include:

• Second-quarter performance across U.S. and international markets
• Emerging markets, bonds and interest rates
• Oil prices, inflation and conflict in the Middle East
• The Federal Reserve’s current approach
• Artificial intelligence, hyperscalers and technology spending
• Market concentration and the importance of diversification
• Corporate earnings expectations
• Potential volatility surrounding the midterm election
• Maintaining a long-term perspective during uncertain markets

While no one can predict exactly what markets will do next, understanding the larger trends can help investors separate short-term headlines from the factors that may influence long-term financial plans.

Learn more about A&I Wealth Management and speak with our team about your financial questions: https://assetsandincome.com/about-us/contact/

This presentation is provided for educational and informational purposes only and should not be considered individualized investment, tax or legal advice. Please consult with the appropriate professional regarding your personal circumstances.

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.

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