John C Marek Financial Advisor

2026 Outlook | Capital Group The 2026 Outlook report features macro, equity, and fixed income themes from the perspectives of various Capital investment professionals and economists.

Sunward Deposit Account Comparison

-Compare Sunward dividend rates and estimate your earnings across checking, savings, and certificate options.
-See which account type will work best for your goals.

https://gosunward.org/calculators/deposit-compare/

Happy Anniversary Bull Market
This bull market enters year four with strong gains, driven by tech and AI. History suggests more upside ahead amid resilient growth and a dovish Fed stance.

https://www.lpl.com/research/weekly-market-commentary/happy-anniversary-bull-market.html

The 2026 Tax Brackets Are Here. See Where You Land.
Inflation adjustments and the new tax law will combine to give taxpayers more relief

"A married couple filing jointly could have $100,800 in taxable income, nearly $4,000 more than this year, and stay in the 12% bracket."

"The standard deduction rises to $16,100 for individuals in 2026, up from $15,750. For married couples who file jointly, it is $32,200, up from $31,500."

https://www.wsj.com/personal-finance/taxes/income-tax-brackets-2026-bbd1863d?st=xe4Lzf

Spending some time away from the office to recharge with a great group of guys in the San Juan National Forest's Weminuche Wilderness.

Over five days and four nights, we hiked 34 miles and gained 6,578 feet in elevation. It was an incredible test of endurance and teamwork, with the added bonus of seeing a black bear and a badger, and fishing for some beautiful trout.

This trip was a powerful reminder that preparation, a solid plan, and the right partners are key to navigating any challenging landscape—whether it's on a trail or in your financial life.



Sunward
LPL Financial

From batteries to space to shared autonomous vehicles, some industries have the potential to reshape the global economy.

18 such industries that could generate $29 trillion to $48 trillion in revenues by 2040, and their collective global GDP share could increase from 4% today to 10 to 16% in 2040.

Learn more about these arenas of the future ➡️ mck.co/arenas

https://gosunward.org/financialplanningandinvestmentservices/

JPMorgan CEO Dimon Gives a Soft Landing Long Odds https://www.wsj.com/articles/jpmorgan-ceo-jamie-dimon-gives-a-soft-landing-long-odds-0a190b6f

I am honored to receive the 2023 Pathfinder Award. I couldn't have achieved this without the support of Sandia Laboratory Federal Credit Union, TruStage, LPL Financial, my clients, and my family. Here's to another great year, continued growth, and new endeavors!

We're all feeling the heat of the upcoming election cycle. But how will it impact the markets?

In this insightful podcast, John Emerson and Reagan Anderson discuss the key issues and events that could shape the outcome of U.S. elections in November.

Whether you're a seasoned pro or just starting out, this episode is packed with valuable insights to help you navigate the election year.

Available on Apple Podcasts, Spotify, and YouTube

https://www.capitalgroup.com/advisor/insights/podcast.html

Podcast The Capital Ideas Investing Podcast goes inside the minds of Capital Group investment professionals to examine market trends, macroeconomic forces, investing approaches and lessons learned.