Dopkins Wealth Management, LLC Employer Newsletter – 2026 3rd Quarter Market Review
October 8, 2026 | Authored by Treg A. Lewis
During the third quarter of 2026, markets slowed down from their strong performance in the second quarter but still finished positive for the three-month period. Bonds and real estate stood out more, as they declined largely due to the rise in interest rates in September. While this quarter did not rival the performance seen in the second quarter, long-term performance remains encouraging.
Please click here to browse the Dopkins Wealth Management, LLC Quarterly Market Review for more information on the financial performance of markets during Q3 of 2026.
For more information, please contact:
| Chad R. O’Connell AIF® Senior Wealth Advisor coconnell@dopkins.com |
Treg A. Lewis Wealth Advisor tlewis@dopkins.com |
Aidan A. Hart Associate Wealth Advisor ahart@dopkins.com |
* 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
Aidan A. Hart
Aidan works closely with senior advisors to support the delivery of comprehensive wealth management services to individuals, businesses and trusts. He assists in the development and implementation of personalized financial strategies and is responsible for preparing financial plans, monitoring client portfolios, and helping ensure that client recommendations align with their long-term goals and risk tolerance.
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.
