The Weekly Update 6/26/2026™

We Made It Through Everything!

As long time readers know, I have been in the financial advisory chair for a very long time. I feel blessed to have had a  front row seat as I have watched the Dow Jones Industrial Average (DJIA) go up from 777 to 52,000!

There have been many lessons, visions, insights, goals, heart breaks and fears on our journey to a bigger financial future for TWSG family.

The point is, we made it through everything to new all time highs in the valuations of Corporate America.

Yet, in just a few volatile market sessions the Fear Greed Index has dropped from 58 (Greed) to 28 (Fear) in just one month. Check it out below.

And in this next chart the American Association of Individual Investors (AAII) Bull vs. Bear Index now rests with only 30% of investors Bullish (positive) on the investment outlook over the next 12 months.

This after 6 new all time highs in May of 2026 alone.

This remains mind numbing to me! This is my 45th “summer doldrums” and it is unlikely this summer will be much different from the other 44, i.e. low volume causing volatility.

Be patient and disciplined as you focus on “Five Year Money” (Read it here), not just on July and August!

I did not say market valuations go straight up, and I did not say without volatility, yet the data flow suggests the good old USA has a very bright outlook. 

As always, your WSG team remains focused, thoughtful, and on purpose as we continue the ongoing process of allocating The WSG client family assets entrusted to our oversight

Thank you for your trust and confidence. As always, I am interested in your thoughts, comments, and questions.

Respectfully,

James O. Lunney, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional  

*The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.  Investing involves risk. Loss, including loss of principal, may occur. No strategy assures success or protects against loss. All performance referenced is historical and is no guarantee of future results.  All indices are unmanaged and may not be invested into directly.

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