Newsletters

Buffalo Financial’s Q2 2026 newsletter (linked below) provides a timely overview of current market conditions, interest rate trends, and key planning considerations for investors approaching or in retirement.

This edition examines how ongoing geopolitical developments, including conflict-driven energy volatility, may impact inflation, equity markets, and fixed income positioning.  The report outlines two potential economic scenarios—de-escalation versus prolonged conflict—and highlights how each may influence portfolio considerations across sectors such as energy, defense, technology, and consumer spending.

Investors will also find a detailed fixed income update, including recent movements in Treasury yields and shifting expectations for Federal Reserve policy.  In addition, this issue addresses common retirement planning topics relevant to individuals age 55 and older, including strategies for managing multiple retirement accounts (“orphan IRAs”), considerations around account consolidation, and the importance of aligning investment allocations with long-term goals and required minimum distributions (RMDs).

The newsletter also introduces new tax-advantaged savings vehicles and discusses broader financial planning themes to help investors stay informed in a changing economic environment.

Any opinions are those of the author and not necessarily of Raymond James. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct.  This material is being provided for information purposes only and is not a complete summary of all available data necessary for making an investment decision and is not a recommendation. Investing involves risk, and investors may incur a profit or a loss. No investment strategy can guarantee your objectives will be met. Past performance may not be indicative of future results. Prior to making an investment decision, please consult your financial advisor about your individual situation.