Mid-Year Update with Lisa Schreiber | Your Financial Empower Hour Ep 50

Jason Cryderman, Tony Shore, and Gradient Investments portfolio manager Lisa Schreiber review the first half of 2026 and discuss what may shape markets during the remainder of the year. Their conversation covers strong performance across several asset classes, the growing participation of small-cap, value, and international stocks, the effects of oil prices and geopolitical uncertainty on inflation and household expenses, continued investment in artificial intelligence infrastructure, and the importance of diversification. They also explain how corporate earnings, election-related uncertainty, and changing market leadership may affect investors, before examining the excitement and potential volatility surrounding the SpaceX initial public offering. The discussion is intended for general educational purposes and can help retirees and pre-retirees identify issues to consider with a qualified financial professional. Timestamps 00:00 - Independence Day reflections and family traditions 08:10 - Sanford Lake restoration and a meaningful community celebration 14:35 - Introducing Lisa Schreiber and her portfolio management role 19:20 - First-half 2026 market performance 24:05 - AI spending and changing market leadership 29:10 - Oil prices, inflation, and household expenses 35:40 - Economic growth, employment, and corporate earnings 42:15 - Risks and opportunities for the second half of 2026 47:30 - Small caps, value stocks, and broader market participation 53:10 - Why diversification matters again 58:25 - Understanding the SpaceX initial public offering 01:04:10 - IPO volatility, lockup periods, and investor expectations 01:08:45 - Final thoughts and closing Need help planning for retirement? Call us at 📞 989-835-7203 or visit our website at 🌐 https://www.greatlakesinvestmentadvis... to get started. #FinancialAdvisor #FinancialAdvisorAtYourService #retirement #retirementplanning #SocialSecurity #michigan #midland #mi #SocialSecurityBenefits #wealthmanagement #vabenefits #veteranbenefits #medicare #ira #rothira #taxfree #taxplanning #estateplanning #holisticfinancialstrategy #TaxPlanning #TaxCutsAndJobsAct #Annuities #MutualFunds #FinancialEmpowerHour #JasonCryderman