BNA Wealth Market Report: May 2026

Scott Vezzosi, CFP® │ Wealth Advisor

Markets have rebounded from their March lows and are now positive for the year. Ongoing tensions involving Iran have dominated recent headlines, and we believe it is prudent to expect continued market volatility in the near term.

While the United States is a net exporter of oil and has limited direct reliance on Iranian imports, oil is priced in a global market. As a result, supply disruptions—regardless of origin—can meaningfully impact prices. Oil experienced a sharp increase of nearly 70% amid the conflict and related supply concerns, though prices have moderated somewhat following news of a ceasefire.

Although elevated energy costs can weigh on economic growth, the U.S. economy remains on solid footing. Many analysts continue to project positive growth despite these headwinds, supported by low unemployment, resilient corporate earnings, and productivity gains driven by advancements in artificial intelligence.

In this environment, we believe it is an appropriate time to revisit your financial plan and assess your cash flow needs. Ensuring that short-term expenses are covered by low-risk assets can help provide stability, while maintaining disciplined exposure to equities supports long-term growth objectives.

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