America at Highs: Buy or Exit?

Heading into the second half of 2026, markets show a mixed picture: major indices are near record highs, company earnings support confidence, but valuations in some areas call for more caution. Wilco's investment team will discuss what is driving growth, where opportunities remain, and where risks are no longer worth the expected returns. We will also cover how this shapes Wilco client portfolios for the second half of 2026.