The first half of 2026 was a reminder that markets can change quickly. From geopolitical uncertainty and a sharp market rebound to record AI investment and shifting Federal Reserve expectations, investors continue to navigate a rapidly evolving landscape.

Watch as Darcy Nelson Smoot, CFA, discusses the key trends shaping today’s markets, the opportunities ahead, and the risks we’re monitoring. Reach out to a Nelson Capital advisor with any questions.

The opinions expressed in this video are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual. It is only intended to provide education about the financial industry. As always, please remember that investing involves risk of loss of principal and capital. Nelson Capital Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Advisory services are only offered to clients or prospective clients where Nelson Capital Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Nelson Capital Management, LLC unless a client service agreement is in place. Likes and dislikes are not considered an endorsement for our firm.