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Client Letter | August 05, 2026

The second half of 2026 began with investors facing no shortage of uncertainty, yet the S&P 500 entered August near all-time highs, and prospects for further gains remain favorable based on a resilient economy and solid corporate fundamentals.

Thomas Muscarella Has Joined Wendell Charles As Wealth Manager

We at Wendell Charles Wealth Management are excited to announce that Thomas Muscarella, CFP® has joined our firm's Manhattan Beach, California office as a Wealth Manager.

LPL Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks

LPL Research presents Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks, a look at the policy forces, earnings strength, and positioning questions shaping the second half of the year.

Client Letter | June 03, 2026

Equity markets have continued their advance in recent weeks, with the S&P 500 near a record high following a rare nine-week winning streak.

Wendell Charles Wealth Acquires Insurance Planning Corporation

Wendell Charles Wealth announced the acquisition of Insurance Planning Corporation, expanding its Quad Cities and Maquoketa footprint while preserving continuity for clients.

Andreas Reiter Has Joined Wendell Charles As Investment Representative!

We at Wendell Charles Wealth Management are excited to announce that financial industry veteran, Andreas Reiter, has joined our firm's Manhattan Beach, California office as an Investment Representative.

January Newsletter: Another Strong Year For Stocks

Stocks had another very strong year in 2024. In fact, 2024 marked the first time the S&P 500 has enjoyed a +20% gain in back-to-back years since 1997-98.