M3 Investment Services Recognized in National Publications for Our Individual Approach to Investing
At M3, we believe that high-quality financial guidance should be accessible to everyone, not just those who meet high investment thresholds. By building a platform that emphasizes education over sales, we have empowered our clients to find solutions that truly meet their unique needs.
Our commitment to serving as coaches—educating, encouraging, and guiding—has been recognized by several industry-leading publications. We are proud to share our features. Scan the code below:
Taken from Lincoln Investment Management & Research Team 6/26
Our Current Market Perspective
Markets enter 2026 with supportive macro fundamentals, including moderating inflation, resilient earnings growth, and a gradual shift in monetary policy toward accommodation. Elevated valuations following several years of strong returns warrant increased selectivity and disciplined risk management.
Periodic consolidation and market volatility are likely as investors digest prior gains, navigate policy uncertainty, and face expected continued government funding challenges.
While potentially disruptive in the near term, we view such volatility as pauses within an ongoing expansion rather than signals of a sustained downturn.
Ongoing productivity gains—driven by artificial intelligence, automation, and technology investment—continue to support corporate margins and earnings growth across a widening set of industries. While inflation risks persist, material inflationary pressure has yet to fully materialize. The Federal Reserve remains data-dependent, balancing economic strength with the need to avoid reigniting inflation.
“Act as if what you do makes a difference. It does.”
— William James
THE MONTH IN BRIEF
U.S. Markets
Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.
The Standard & Poor’s 500 Index rose 14.87 percent while the Nasdaq Composite gained 21.41 percent. The Dow Jones Industrial Average picked up 12.90 percent. The S&P/TSX Composite added 6.37 percent.1,2
1. WSJ.com, June 30, 2026
2. TMX.com, June 30, 2026
Advisory Services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer Member FINRA/SIPC. www.lincolninvestment.com M3 Investment Services and the above firms are independent and non-affiliated.
S&P 500 Index is an index of 500 of the largest exchange-traded stocks in the US from a broad range of industries whose collective performance mirrors the overall stock market. The Dow Jones Industrial Average is a widely watched index of 30 American stocks thought to represent the pulse of the American economy and markets. The NASDAQ is an index that tracks the cumulative results on a market capitalization basis of all stocks trading in the NASDAQ system. The S&P/TSX Composite Index is the benchmark Canadian stock market index representing roughly 70% of the total market capitalization of the Toronto Stock Exchange. Investors cannot invest directly in an index. Past performance is no guarantee of future results. 7/26