In this video, Eric and Val break down the first quarter of 2026 and what investors should be paying attention to moving forward.
The year started with significant market volatility, with major indexes like the S&P 500 and NASDAQ posting negative returns. However, not all areas of the market struggled. Value stocks, small caps, and certain international exposures showed resilience, reinforcing the importance of diversification.
We also discuss:
• Key Q1 performance numbers across major asset classes
• Why diversification mattered in a down market
• The impact of global events and uncertainty
• Why market timing is nearly impossible
• How disciplined investing and staying invested can benefit long term portfolios
• Opportunities like tax loss harvesting during volatility
At Burkholder Wealth Management, we focus on what we can control: portfolio structure, risk management, and smart decision making during uncertain times.
If you have questions about your portfolio or want to build a strategy that fits your goals, feel free to reach out.
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