Second Quarter Market Recap 2026 | What Investors Need to Know with Brad Sorensen, CFA

This week on Financial Planning: Explained, host Michael Menninger, CFP® welcomes back regular guest Brad Sorensen, CFA, Portfolio Manager and Outsourced Chief Investment Officer at Cornerstone Portfolio Research. In this episode, Mike and Brad break down the performance of the financial markets during the second quarter of 2026, discussing the key economic events that influenced stocks, bonds, and investor sentiment throughout the quarter. They examine the latest developments in inflation, interest rates, economic growth, corporate earnings, and Federal Reserve policy, while providing perspective on what these trends could mean for investors heading into the second half of the year. Brad also shares his insights on navigating ongoing market uncertainty, maintaining a disciplined long-term investment strategy, and avoiding emotional decision-making during periods of volatility. Whether you're an investor, retiree, financial advisor, or simply interested in understanding today's financial markets, this episode offers valuable insight into the Q2 2026 market recap, current economic conditions, and what investors should be watching next. For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com.