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Q3 2026 Victory Financial Newsletter
A note from our President, a market recap, our newest advisor resource, and the team milestones we're celebrating this quarter.

Victory Financial
Aug 271 min read


August 2026 Market Update
The market barely moved in July, but the leadership underneath it shifted. Inside Victory Financial's August 2026 Market & Economic Review.

Victory Financial
Aug 271 min read


July 2026 Market Update
Markets have climbed to fresh highs despite an energy shock, a hawkish new Fed chair, and persistent noise around tariffs and the deficit. Our July Market Update assesses the economy through seven independent lenses to answer where we really are in the cycle.

Victory Financial
Jul 61 min read


June 2026 Market Update
AI earnings drove May's rally, but the bond market is telling a different story. Read Victory Financial's June 2026 Market & Economic Review.

Victory Financial
Jun 91 min read


Built on Trust: How Luke Staub Spent His First Year Growing Independently at Victory Financial
When Luke Staub thinks back on his first twelve months at Victory Financial Group, he doesn't hide what those early weeks felt like. "In those first few weeks, your whole world's turned upside down," Luke shared. "But if that's the pain and the uncomfortable part I had to go through to get to here, I'd do it ten times over." The year that followed proved him right. Luke has grown his team, moved into a new office space, and built a practice that now serves hundreds of househo

Victory Financial
May 285 min read


Q2 2026 Victory Financial Newsletter
We’re excited to share our latest quarterly update, featuring a note from our President, Kyle Wardlaw, a recap of market activity from the past quarter, highlights of recent milestones and celebrations, and a spotlight on one of our valued sponsors. If you have questions about partnering with our firm, contact us at info@victoryfinancialgroup.com.

Victory Financial
May 131 min read


May 2026 Market Update
After a choppy first quarter, April delivered the clarity investors had been waiting for. The U.S.-Iran ceasefire lifted the geopolitical cloud, and an earnings season running well ahead of historical averages gave the rally a real foundation. Tech led the charge, with semiconductors surging 37% in a single month, powered by more than $650 billion in committed AI capex from the major hyperscalers. Here's the twist: despite rising prices, the S&P's forward P/E has actually con

Victory Financial
May 121 min read


How Ryan Wells Built Capitalwise, and Found the Right Infrastructure to Keep Growing
How Ryan Wells built Capitalwise into a growing advisory firm and partnered with Victory Financial to support scaling, team expansion, and long-term success.

Victory Financial
Apr 303 min read


April 2026 Market Update
March delivered fear, multiple compression, and a rate reset. What it didn't deliver was deteriorating fundamentals. Inside our April review: separating noise from signal as Q1 earnings and GDP set up to give the cleanest read in over a year.

Victory Financial
Apr 31 min read


March 2026 Market Update
Volatility spiked, leadership shifted, and private credit finally got its stress test. Yet the S&P held within 3% of all-time highs for 77 days. Inside our March review: the great rebalance and what it means for portfolios.

Victory Financial
Mar 61 min read


Q1 2026 VF Newsletter
We’re excited to share our latest quarterly update, featuring a note from our founder, a recap of market activity from the past quarter, highlights of recent milestones and celebrations, and a spotlight on one of our valued sponsors. If you have questions about partnering with our firm, contact us at info@victoryfinancialgroup.com.

Victory Financial
Feb 271 min read


February 2026 Market Update
January's headline return told one story. What happened beneath the surface told a bigger one. Inside our February review: the shift in market leadership, small-cap earnings acceleration, and what a new Fed chair could mean for 2026.

Victory Financial
Feb 61 min read


From Corporate Structure to True Ownership: Cody Stansell’s Path to Independence
Discover how advisor Cody Stansell transitioned from a corporate RIA to independence at Victory Financial, gaining ownership, clarity, and long-term control over his practice.

Victory Financial
Jan 123 min read


Built to Serve: How Independence Helped Chris Kilmer Create a More Human and Holistic Planning Experience
Discover how advisor Chris Kilmer used independence at Victory Financial to build a transparent, high-touch planning practice focused on real freedom and client care.

Victory Financial
Jan 74 min read


January 2026 Market Update
2025 closed as a year of remarkable resilience: a soft landing, three straight years of double-digit S&P returns, and a bond market that finally earned its keep. Inside our January review, we break down the year that was and what's setting up 2026.

Victory Financial
Jan 21 min read


Going Together, Growing Further: Jeremy Tung’s First Year on the Victory Financial Platform
One year into independence, Jeremy reflects on the move that transformed his planning, strengthened client relationships, and opened the door to the growth he always knew was possible.

Victory Financial
Dec 10, 20253 min read


Owning the Journey: How Andrew Cremé Built a Turnkey Independent Practice
Discover how advisor Andrew Cremé transformed his practice through independence at Victory Financial, gaining ownership, flexibility, and a turnkey planning model.

Victory Financial
Dec 3, 20254 min read


A Turning Point in Independence: How Benedict Lee Elevated His Practice at Victory Financial
This advisor success story highlights how Benedict Lee transformed his practice through independence at Victory Financial, achieving greater growth, flexibility, and client-focused planning in his first year.

Victory Financial
Nov 20, 20253 min read


Q4 2025 VF Newsletter
We’re excited to share our latest quarterly update, featuring a note from our President, a recap of market activity from the past quarter, highlights of recent milestones and celebrations, and a spotlight on one of our valued sponsors.

Victory Financial
Nov 18, 20251 min read


Advising With Flexibility: How an Independent Financial Advisor Built a Global Practice
Advisor Anita Niefeld shares how independence at Victory Financial enabled her to successfully operate abroad for a period of time while continuing to serve U.S. clients.

Victory Financial
Nov 17, 20253 min read
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