Sanctuary Wealth

A new week begins with markets balancing geopolitical risk, rising energy prices and a fresh round of questions about the near-term path for stocks.   In the latest The Week Ahead, Sanctuary Chief Investment Strategist Mary Ann Bartels shares her perspective on how investors should think about the current backdrop. Her analysis considers the market impact of higher oil prices, the softer tone in recent labor data and why this kind of turbulence is not out of step with what investors often see in a midterm election year.   She also points to signs that the broader economy remains on a stable footing and highlights where recent market weakness could begin to open the door to opportunity.   The Week Ahead is exclusive content prepared for Sanctuary Wealth’s Partner Firms and their clients.   Learn more at www.sanctuarywealth.com   #BetOnYourself #SanctuaryDifference #WealthManagement #FinancialAdvisors #Markets

Congratulations to the team at M&K Legacy Wealth on the two-year anniversary of joining the Sanctuary Wealth partnered independence movement! J. Miller and Chad Keller, Founders and Managing Partners at the firm, lead a talented and knowledgeable team that includes Jessica Keller, Director of Operations; Cindy Staggs, Senior Wealth Associate; and Wealth Associates Elizabeth Lamkin and Heather Hreno. Together, this outstanding group of professionals help clients identify and pursue goals in order to preserve and grow their wealth for today and tomorrow. We’re proud to serve you and excited to see all you’ll accomplish going forward! #BetOnYourself #wealthmanagement #partneredindependence

This International Women’s Day, we celebrate the many ways women around the world strengthen their communities through leadership, resilience, intelligence, and passion. To the women across the Sanctuary Wealth community, including our Partner Firms, Strategic Partners, clients, and colleagues; your expertise, insights, and empathy make a meaningful difference every day. We’re proud to be part of a community shaped by your leadership and impact. #WomensHistoryMonth To the women of Sanctuary Wealth: Each day we see how your expertise, insights and empathy make a difference. We appreciate you and are grateful you’ve chosen to be part of the Sanctuary Wealth community. We’re proud to call you colleagues. #BetOnYourself #SanctuaryDifference #WealthManagement

As we celebrate Women’s History Month, we want to recognize the women who make our EmpowerHer initiative so powerful. Focusing on advancing women in the financial services industry – as advisors, entrepreneurs and leaders – this program delivers tangible support, networking opportunities, targeted educational opportunities and coaching that move the needle and help our women financial professionals reach higher and go further. It’s no surprise that Sanctuary boasts a higher percentage of women financial advisors than the industry average. Our collaborative EmpowerHer community is one of many resources available to help our elite Partner Firms grow their businesses and achieve their personal and professional goals. Learn more at www.sanctuarywealth.com. #BetOnYourself #SanctuaryDifference #PartneredIndependence #WomensHistoryMonth

Happy 6th anniversary of partnered independence to the team at Conversant Wealth Management! Founders Jeffrey Courtemanche and Jeremy Niederstadt, CFP®ChFC®CPFA®, Wealth Advisors Michaela Courtemanche and Shawn Leonard Hawkins and Wealth Associate Marina Bauk bring proven expertise and a family feel to every client relationship. The goal: helping clients pursue the life they wish for themselves and their loved ones. We’re thrilled to see your success and look forward to supporting you for many years to come. Congratulations! #BetOnYourself #wealthmanagement #partneredindependence

What can investors expect in 2026 for the U.S. economy and equity markets? Friends of Sanctuary podcast guest Gargi Pal Chaudhuri, Chief Investment and Portfolio Strategist at BlackRock Americas, has one word: strength. Gargi sees a robust economy powered by many cylinders, including AI gains and lower interest rates. Check out their full conversation at  https://lnkd.in/giSvgNnd. Listen on Spotify at https://lnkd.in/g8PYfhis Listen on Apple at https://lnkd.in/gH_cf3Dy. Learn more at SanctuaryWealth.com #BetOnYourself #SanctuaryDifference #WealthManagement #Markets #Podcast

Did you know… We don’t just say we help our Partner Firms thrive; we build programs around it. Our Enterprise Partner Program has launched 11 affiliates, representing $1.5 billion in AUM, since we introduced it to bolster inorganic growth with meaningful, tangible support. Helping our Partner Firms grow faster than anywhere else is not just a mission statement; it’s a promise we are fulfilling every day. Now you know. Learn more at www.sanctuarywealth.com. #BetOnYourself #SanctuaryDifference #WealthManagement #PowerOfPartnership

Women’s History Month allows us to spotlight the remarkable women who make up the Sanctuary Wealth community. From top women advisors to passionate specialists across our organization, we’re inspired by their leadership, expertise, and commitment to growth. Through initiatives like EmpowerHer, we’re proud to support their journeys by building community, sharing meaningful insights, and offering resources designed to help women succeed professionally and personally. We look forward to celebrating together all month long with special events and moments of recognition. #SanctuaryDifference #BetOnYourself #WomensHistoryMonth #Leadership #FinancialAdvisors

Following recent U.S.–Israeli military strikes on Iran, investors are navigating heightened geopolitical tension. In this timely edition of Sanctuary Wealth Market Insights: Markets & the Iranian Conflict, Chief Investment Strategist Mary Ann Bartels shares with our Partner Firms and their clients why history shows these events often trigger short-term volatility but rarely alter the long-term market trend. With crude oil expected to remain in a range supportive of economic growth, consumer strength, and earnings, internal indicators continue to point to an intact U.S. secular bull market. While volatility may persist, the broader trend remains constructive. For disciplined investors, periods of uncertainty can present opportunities both in the U.S. and globally.

Following the U.S.-Israeli operation that eliminated Iran’s Supreme Leader Ayatollah Ali Khamenei and dozens of senior regime leaders, tensions in the Middle East remain high. Investors are focused on two immediate questions: What happens to oil prices, and how will this military action impact the markets and the U.S. economy? In this week’s The Week Ahead report, our Chief Investment Strategist, Mary Ann Bartels, addresses both. She outlines why oil may face technical resistance before moving meaningfully higher and what that means for equities in the near term. She also examines the ongoing sector rotation within the S&P 500, with capital shifting out of growth and into value, particularly energy. A hotter-than-expected Producer Price Index reading adds another layer to the inflation conversation, while a close look at the high-yield market suggests credit is not signaling broader stress, at least not yet. Volatility may persist. But beneath the headlines, breadth and volume trends remain constructive. The Week Ahead is exclusive content prepared for our Partner Firms and their clients. Learn more at www.sanctuarywealth.com. #BetOnYourself #SanctuaryDifference #WealthManagement #FinancialAdvisors #Markets