Q3 2026 Market Update | AI, Interest Rates & Stock Market Trends
Overview In our third-quarter 2026 review, we examine a market environment increasingly defined by concentration, rising interest rates, and the extraordinary scale of investment in
Exponent Investment Management helps you achieve peace of mind by giving you the confidence to know that your goals are within reach. Our job is to develop a strategy to make that a reality.
Established in 2011 Exponent Investment Management is an independent wealth management firm servicing clients from coast to coast. We are not owned by a large bank or insurance company. What does that mean for you? Banks and insurance companies sell products that are designed to generate large fees for the corporation and their shareholders regardless of whether or not these products are the right fit for you. We are different. We listen to you and build simple, diversified portfolios that will help you reach your goals.
Using a proven process that works Exponent portfolios are designed to reduce volatility while providing long term consistent returns. A smoother ride is much more enjoyable and leads to better success overall.
Our fees are transparent and aligned with your interests. You know exactly what you are paying. For information about our fees and performance schedule a consultation here.
You will not be forced to sit through a standardized sales pitch touting how wonderful we are. We will have an open conversation where you will outline your dreams, goals and what you want to accomplish.
A financial plan is the foundation for everything else that follows and is one of the most critical steps. Your personalized financial plan is a roadmap providing a clear pathway to how to accomplish your goals.
A team of Portfolio Managers with decades of experience will build a diversified global portfolio designed to meet your cash flow needs in a tax efficient way.
Whether your situation has changed or remains the same regular checkups are important for staying on track.
Your advisor is here to take care of you. Through ongoing communication your advisor helps you to stay focused on your goals and provide guidance. All aspects of your financial health are attended to encompassing estate work, succession planning, insurance and tax efficient income planning.
Overview In our third-quarter 2026 review, we examine a market environment increasingly defined by concentration, rising interest rates, and the extraordinary scale of investment in
Family Finance: Expert says goal of reaching $5 million by age 48 is not necessary in order to retire early and fund the couple’s current
Family Finance: Overly conservative investments create risks such as loss of purchasing power or possibly outliving savings Miles* loves his job but at 65 he
Overview In our fourth-quarter 2025 review, we reflect on a year that surprised many investors — particularly in Canada — and highlight what continues
Overview As we wrap up the first quarter of 2025, it’s clear that the market is experiencing a phase of mean reversion. While technology-led U.S.
Peter retired in 2014 at age 60 after a nearly 40-year career with a federal crown corporation. Since then, he has enjoyed an annual income