[{"data":1,"prerenderedAt":84},["ShallowReactive",2],{"insight-january-moved-fast":3,"checkin-january-moved-fast":83},{"id":4,"title":5,"author":6,"body":7,"category":72,"date":73,"description":17,"extension":74,"featured_image":75,"meta":76,"navigation":77,"path":78,"seo":79,"stem":80,"summary":81,"__hash__":82},"insights/insights/january-moved-fast.md","January Moved Fast","Second 50 Financial",{"type":8,"value":9,"toc":65},"minimark",[10,14,18,23,26,29,33,36,52,56,59],[11,12,5],"h1",{"id":13},"january-moved-fast",[15,16,17],"p",{},"Markets wasted no time in 2026. The S&P 500 posted strong gains in January, fueled by continued AI-driven momentum and better-than-expected earnings from major technology companies. But beneath the headline numbers, the story was more nuanced.",[19,20,22],"h2",{"id":21},"what-happened","What Happened",[15,24,25],{},"Large-cap growth stocks led the charge, extending the trend that defined much of 2025. Meanwhile, small-cap stocks and international equities offered mixed signals, with some pockets of strength in European markets and continued headwinds in emerging markets.",[15,27,28],{},"Fixed income saw modest volatility as the market digested the Federal Reserve's updated guidance on rate policy. The yield curve continued to normalize, and credit spreads remained tight — a sign that bond markets are not pricing in significant recession risk.",[19,30,32],{"id":31},"how-we-are-positioned","How We Are Positioned",[15,34,35],{},"For our client families, the key takeaway is that portfolios built for the long term are designed to navigate exactly these kinds of environments. We are:",[37,38,39,43,46,49],"ul",{},[40,41,42],"li",{},"Maintaining our strategic asset allocation targets",[40,44,45],{},"Selectively rebalancing where drift has created opportunity",[40,47,48],{},"Continuing to favor quality across both equity and fixed income holdings",[40,50,51],{},"Monitoring tax-loss harvesting opportunities in international positions",[19,53,55],{"id":54},"looking-ahead","Looking Ahead",[15,57,58],{},"February brings the next round of economic data, including employment reports and consumer spending figures. We will be watching closely, but our investment philosophy remains unchanged: disciplined, diversified, and focused on your long-term plan.",[15,60,61],{},[62,63,64],"em",{},"Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.",{"title":66,"searchDepth":67,"depth":67,"links":68},"",2,[69,70,71],{"id":21,"depth":67,"text":22},{"id":31,"depth":67,"text":32},{"id":54,"depth":67,"text":55},"Market Commentary","2026-01-31","md","/images/insights/checkincartoonjan2026.jpg",{},true,"/insights/january-moved-fast",{"title":5,"description":17},"insights/january-moved-fast","A look at what happened in markets during January 2026 and how we are positioning portfolios heading into the new year.","aywqDxdPXRKmbG8ZgtmDsZx-dWL-1srM-LEufPneffs",null,1776569583636]