AI Stocks, Market Volatility & Why Your Financial Plan Matters

from Well... It Depends! · host John G. Ullman & Associates, Inc.

“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron, CFP®, EA, and Derek Doyle examine the market and economic forces shaping the second half of 2026. With markets near record highs, inflation remaining persistent, and interest rates potentially staying higher for longer, they explore what investors should be considering as they position their portfolios for the months ahead. The conversation covers interest rates, cash and fixed-income strategies, inflation and energy prices, geopolitical uncertainty, and the potential impact of continued AI investment. Andrew and Derek also discuss portfolio rebalancing, concentration risk, taking profits […]

Episode metadata supplied by the publisher feed · Published Aug 20, 2026

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AI Stocks, Market Volatility & Why Your Financial Plan Matters

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