September 2026

Goodbye Summer, Hello Autumn

Good news, the bulls are running fast this year. So far, markets in 2026 have exceeded my expectations. Historically the fourth quarter outperforms the rest of the year. My wish for this fourth quarter is “normally behaving” markets for the rest of 2026. However, even if it doesn’t get any better than it is now, hurray, we can still count it as a win.

Right now, while we are experiencing mild market turbulence, the seat belt sign is off, you may safely walk around the cabin.

Now for the bad news, it is not your imagination, prices have gone up. Inflation reduces the value of what your money can buy. The K-shaped economy is deepening, as the disparity between people who are just getting by and those who are flourishing grows.

Action plan: we need to celebrate the good news, run faster than the monetary monsters, and stay ahead of inflation and outflow of cash.

If your money is not keeping pace with inflation and your rate of withdrawal, you stand the risk of running out of money.

Squeezing every bit of gain and minimizing every bit of loss will always make a difference. Small wins over time create big successes. This is why we believe strongly in individual security portfolios for our clients. This enables us to know what we own, have control of when to take gains and losses and when to pivot and redeploy, with strategic investment sleeves designed to perform specific tasks (examples: Dividend Payers, Growth, Stable Fixed Income). This strategy helps our clients stay ahead of inflation.

The Team at TruNorth