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US equity markets have now rallied meaningfully off lows to reflect more optimism on the trade front. While we expect continued easing in trade tensions, market participants may be less willing to underwrite further optimism based on potential weakness in upcoming hard data.

Transparency from your FA means your accounts and their performance relative to benchmarks are clearly articulated to you. Per Morningstar, only 40% of investors regularly compare their portfolio’s performance to a relevant benchmark.

"This scenario will likely result in reduced recession risk, which means upward revisions to FY’25 earnings estimates and near-term upside for the SPX." See today's Inside Markets for analysis on the recent US/China #trade agreement. jacksonsquarecap.com/get-inside-mar…

Fiscal expansion during Q1 may be an overlooked factor to help explain the resiliency message in hard economic data. According to the Treasury, the US government spent ~$2.4T during Q1’25, up ~15% YoY and much higher than the ~$1.7T spent in Q4’24.

Going into tomorrow's retail sales print, there's a strong chance that we enter a phase where good news/data is good and bad news/data get a pass.

We're at a good news is good, but bad news gets a pass phase. See my full quote in today's Reuters article "S&P 500 barely gains, investors focus on trade, wait for data." #trade #PPI #SPX reuters.com/business/us-st…

I'll be on Schwab Network's "Market on Close" to recap this week at 1:20 PST. Click below to tune in. schwabnetwork.com

I joined Schwab Network last week to discuss several top-of-mind topics for investors as the week came to a close. See my interview below. schwabnetwork.com/video/graham-9…

Andrew Graham, founder and portfolio manager at Jackson Square Capital, keeps reminding clients that portfolio diversification – including cash - is key to protecting an account from sector or asset specific risks. investmentnews.com/equities/wealt…

We are excited to announce our partnership with Riley Lewis, a professional golfer with status on the Korn Ferry Tour and an exempt PGA TOUR Americas member. Lewis will make his major championship debut on Thursday at the U.S. Open! lnkd.in/gjnZNN5N

We are excited to support our partner, Riley Lewis, as he competes in his first major championship at the U.S. Open. Good luck, Riley!

Honored to recently be added to AdvisorHub's "Advisor to Watch: RIA 2025" list! #RIA #WealthManagement #Leadership #JacksonSquareCapital advisorhub.com/advisors-to-wa…

Thursday’s Jobs Report is the next big test for the resilient macro narrative. Consensus is looking for non-farm payroll growth of +115,000, down from +139,000 in May. In our view, anything above +100,000 should be enough to keep the bullish fundamental outlook intact.

We’re bullish on Q2 earnings season beating expectations with earnings growth outperformance in Financials and Tech. #Q2Earnings #MarketOutlook

Important tax changes from the Big Beautiful Bill. Along with the changes below, TCJA rates were made permanent as of 2026 with higher income thresholds. #TaxPlanning #FinancialPlanning #BigBeautifulBill #TCJA

I joined Schwab Network on Monday to discuss my favorite low-beta stocks, my expectations around the August 1st trade deadline, and 2Q earnings season. Watch here: schwabnetwork.com/video/graham-s…