Ep. 210 Mid-Year Economic Outlook with Brad Everett

We are halfway through 2026. Time to take stock of what we got right, what changed, and what the next six months may look like. In this episode, Patti sits down with Key Financial Chief Investment Officer Brad Everett to cut through the noise and talk about what may matter most for your portfolio right now.   Here are just a few of the things they cover: 📉 Why the Mag Seven is now being called the Lag Seven, and why that may actually be a healthy sign for markets. 🌍 Why diversification has shown signs of paying off, and why the S&P 493 is up over 15% while the Mag Seven sits near zero. 🏦 Why bonds at 4.5 to 4.7% may be worth a second look, and what role they can play in a well-structured portfolio. ⚠️ Why September and October may bring added volatility, and why being prepared now may matter. 🔄 How Key Financial approaches rebalancing, tax loss harvesting, and scenario planning as part of an ongoing portfolio management process.   Tune in to hear Brad and Patti's full mid-year take, including their three key observations for the second half of 2026.