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Quarterly Letter – Third Quarter 2026

3rd Quarter 2026 – Quarterly Letter [PDF]Download

Q3 2026 Quarterly Letter

Introduction

As fall settles in, this quarter’s letter considers how long-term planning can provide steadiness through changing conditions. John Bird looks at the nonlinear paths that shape markets and life, along with the resilience that can help a financial plan adapt along the way. Jason Ware reviews an economy that continues to show strength amid shifting expectations for inflation, interest rates, and market leadership. Natalie Richards explores the role taxes play in a broader financial life, including why…

The skinny

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