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Q3 Quarterly Market Investment Update

July 23, 2026

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11:00 AM

Join our Chief Investment Officer, Greg Estes, and Financial Planning Manager, Stephanie Anderson, as we explore market trends and the events impacting them. We’ll cover global updates that could impact your portfolio, government policies making headlines, and financial planning preparedness steps for a world where uncertainty is the new norm.

Featured Speakers

Greg Estes

CFA

Director & Chief Investment Officer, Councilor Wealth

30+ years in asset management and portfolio strategy across market cycles.

Stephanie Anderson

CFA, CFP, CDFA

Financial Planning Manager

30+ years working with clients to financially plan for their goals in life.

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Register today for market insights and financial planning tips from the Councilor Wealth team.

What You'll Walk Away With

Updates on global events impacting the economic landscape

Insights into the Federal Reserve's balancing act

The Earning's outlook for the next quarter and what it could mean

Steps towards financial preparedness in an uncertain world

Planning tips for financial disruptions

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