Despite a positive start to the year in January and February, much of the attention in the first quarter of 2026 is on March, due to the war in Iran and elevated oil prices across the globe. While many asset classes are down since January 1^st, it is important to note that many well-diversified portfolios ended up flat, or even up for the quarter.

Please click here to browse the Dopkins Wealth Management, LLC Quarterly Market Review for more information on the financial performance of markets during Q1 of 2026.

For more information, please contact:

* Dopkins Wealth Management, LLC is a registered investment advisor owned by the partners of Dopkins & Company, LLP.

Disclosure: This presentation and its contents are for informational purposes only and should not be used as the basis for investment decision. Additional information and disclosure on Dopkins Wealth is available via our Form ADV which is available upon request or at www.adviserinfo.sec.gov.

About the Author

Chad R. O’Connell AIF

Chad manages Dopkins’ retirement plan services group, which focuses on investment management, consulting and fiduciary governance services to corporations and not-for-profit entities. In addition, Chad also provides financial services to high net worth individuals and business owners.

About the Author

Treg A. Lewis

Treg is responsible for providing financial solutions for individuals, businesses and employee benefit plans. His goal is to help clients enjoy the confidence that results from identifying what matters most to them, create strategies that align with their values and help them leave a legacy for future generations. He enjoys educating clients so they can be confident in the financial decisions they make in pursuit of their goals.