Description
Markets, Strategy & What to Consider Next
Please join Demery Wealth Advisors for an evening with J.P. Morgan Asset Management for a mid-year update on the markets and outlook for the remainder of 2026.
At this point in the year, trends are established. Market movement, economic data, and portfolio results begin to reflect the decisions made earlier in the year.
This is the time to reassess positioning and ensure your strategy remains aligned.
Using J.P. Morgan’s Guide to the Markets, we will cover:
• Where we are in the current market cycle
• Key economic forces shaping the investment landscape
• Opportunities and risks to consider in the second half of the year
• How to approach portfolio decisions with discipline and perspective
We will also address how to navigate uncertainty while maintaining a long-term, intentional approach to investing.
This event is designed for clients, guests, and professional partners who value a clear, informed approach to managing wealth.
Please feel free to invite a guest who would benefit from this discussion.
✨ Space is limited, so we encourage you to reserve your spot today.
We look forward to an evening of meaningful discussion, education, and empowerment with you.
Warmly,
Kiley Demery
Founder & Financial Advisor
Demery Wealth Advisors
952-837-2687
Kiley@demerywealthadvisors.com
7760 France Avenue South #1100 Bloomington, MN 55435
Date and Time
Thu, Jun 11, 2026
5:00p - 7:00p CST
Location
McCormick & Schmick' s Galleria
Note
When you arrive. Please check in with the host and they will see you to our private event space.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.