This time of year offers a natural opportunity to step back, review where things stand, and make sure your planning, investments, and overall financial structure remain aligned with what matters most. For many families, that means not only paying attention to markets but also ensuring the right systems, advice, and relationships are in place.

On the Personal Side:

This past weekend, I took the girls to UGA as Lila starts looking at colleges, which was a lot of fun. It has been meaningful to talk with her about how quickly the world is changing, the opportunities ahead of her, and how her career may take shape over time. As a dad of high school girls, I am well aware that sometimes the best feedback I can get is an eye roll. Moments like that are a good reminder that much of financial planning is really about helping families prepare wisely for what comes next.

Business Highlights:

A Better Platform, A Better Experience: We continue to feel affirmed in the decision to make this transition. The new platform has already improved our ability to serve families with greater efficiency, coordination, and clarity. In addition to stronger money market rates on cash and lower fees in many cases, it has enhanced the overall client experience and made it easier for us to help families make thoughtful financial decisions.
Transition Update: We have now transitioned the majority of the clients and assets we expect to move. For those families who have chosen to continue with TMRW Wealth, thank you. Your trust means a great deal to us, and we do not take it lightly. For anyone still considering the move, we expect to complete the remainder of the transition by June 15.

Historical Performance Reporting: We are currently in the process of porting over historical performance information from the prior platform. We understand the importance of complete long-term reporting and appreciate your patience as this work continues.

Depth of Team: As we continue building on the Kestra platform, our team is learning new processes, refining workflows, and becoming even better equipped to serve clients well. Attending the conference was an important part of that process. It gave us the opportunity to deepen our understanding, strengthen how we work together, and continue improving how we serve clients. We believe this is the strongest team we have ever had in terms of depth, experience, education, and culture, which ultimately means a higher level of insight, coordination, and service for the families we advise.

Guidance in Times of Transition: Many of the families drawn to our work are navigating meaningful transitions, whether that means retirement, the sale of a business, a new chapter after the loss of a loved one, or simply the desire for a more thoughtful and coordinated advisory relationship. For families who find themselves responsible for settling an estate, we can help bring structure and clarity to what is often a difficult season, coordinating financial and planning-related matters so they do not have to carry that burden alone.

Huge Team Update: We are excited about the experience and perspective RJ Webb brings to TMRW Wealth. His depth of experience strengthens both our planning and investment work and adds to the level of advice and analysis we are able to provide.

A Conversation to Reconnect: If you would like to revisit your planning, review your investment structure, or simply have a conversation about whether TMRW Wealth would be a good fit for the next chapter, you can connect with us here: Contact TMRW Wealth
Social Connection:

We will also be more active with short-form videos on Instagram, Facebook, and LinkedIn. We have been building a film room and look forward to creating quality content that helps keep current clients informed. Our goal is to offer clear, thoughtful perspective on changes in the financial world and explain important planning concepts in a more approachable way.

Quarterly Outlook:

The first quarter was a reminder of how quickly market sentiment can shift. The year began with a measure of confidence, but that gave way to more caution as geopolitical conflict intensified, oil prices rose, and inflation concerns resurfaced. In a relatively short period of time, the conversation moved from optimism around growth and earnings to concern that higher energy prices could keep inflation stubborn and interest rates elevated for longer.

The 2026 first quarter performance for the major indexes was as follows: the S&P 500 finished down 4.6%, the Dow Jones Industrial Average down 3.6%, the Nasdaq Composite down 7.1%, and the Russell 2000 up 0.6% for the year.

Even so, the broader picture is more nuanced than the headlines might suggest. Corporate earnings expectations have held up better than many would assume, which is one reason we continue to emphasize thoughtful planning and long-term discipline over reacting to short-term noise. As we move into the second quarter, we remain focused on inflation, Federal Reserve policy, the durability of earnings, and whether market strength begins to broaden.

As always, we are deeply grateful for the relationships we have built and the trust you place in us.

With gratitude,

Matt Logan

TMRW Wealth

We simplify your tomorrow, so you can focus on what really matters.