Patrick Shreve, Jr. CFP

Dreaming of a new doorstep? I can help you prepare to make a move.

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

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What are the key variables in the second half of 2026? While global events may create some bumps along the way, the Ameriprise Investment Research Group (IRG) believes inflation should gradually ease in coming months. Even amid ongoing uncertainty, however, U.S. economic fundamentals remain solid. Read more in this report from the IRG.

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Higher yields continue to create potential opportunities for bond investors, but navigating today's market requires careful decision-making. Let’s connect if you’d like to discuss.

4 bond market trends shaping the second half of 2026 Read our fixed income midyear outlook.

As we enter the second half of 2026, strong earnings, AI innovation and a resilient economy continue to support markets. But with expectations running high, investors may face more volatility in the months ahead. Let’s connect if you’d like to discuss risks and potential opportunities in this changing environment.

Why the second half of 2026 could be more challenging for investors Find out why markets may need to clear a higher bar in the back half of the year.

The economy is showing resilience, but risks remain. Let’s connect if you’d like to discuss how the evolving economic landscape may affect your personal portfolio.

2026 midyear economic outlook: Growth prevails amid uncertainty 4 economic forces driving growth — and 4 risks to watch.

If you’d like to explore whether alternative investments, like private credit, are appropriate for your unique situation, let’s connect. We can review your portfolio’s asset allocation and make sure it’s aligned to your risk tolerance, financial goals and time horizon.

Private credit risks: What investors need to know Investor anxiety surrounding the private debt market is heightened.

AI is creating new opportunities across markets. Let’s connect if you’d like to discuss putting these article’s insights into action.

How investors can ride multi-year waves of AI investment Explore how to position your portfolio for AI investment growth.

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balancing against potential risk.

8 risks that could slow the AI rally Could the AI engine overheat?

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

8 ways to save for your child’s future Explore the different investment accounts that can help you support your child’s financial future.