Channel Wealth Expands in Santa Barbara After Reaching $1B AUM
Channel Wealth was featured in the Pacific Coast Business Times after announcing it has surpassed $1 billion in client assets (as of November 2025) and is expanding with a new State Street office—reinforcing its long-term commitment to the Santa Barbara community. The firm, founded in 2020, provides comprehensive portfolio management and personalized financial planning to […]
Maria Vallejo Meza Featured in Pacific Business Times
Maria Vallejo Meza, Wealth Advisor at Channel Wealth, was recently featured in the Pacific Business Times through Women & Co.’s Women & Wealth Q&A panel. In the feature, Maria shares a practical approach to wealth management in Santa Barbara: clarify your financial “why,” break goals into manageable steps, and schedule consistent check-ins to track progress […]
2026 Outlook – CIO Commentary
Dear Investors, We are pleased to welcome you to the new year and present our 2026 Market Outlook Report. Closing out 2025, global stock markets delivered a spectacular performance. Despite initial volatility surrounding President Trump’s “Liberation Day” tariffs, the U.S. market rose like a phoenix, powered by robust corporate earnings. The S&P 500 gained 17.9% […]
Market Insights – October 2025
Executive Summary As we enter the final quarter of 2025, investors are navigating a landscape shaped by shifting economic policies, technological advancements, and global events. In this edition, we’ll highlight key market trends, provide actionable insights, and share expert perspectives to help you make informed decisions. In this issue: Market & Economic Summary Higher Equity […]
2025 Mid-Year Market Review
Executive Summary Summer is in full swing; there’s something about this season that invites adventure, spontaneity, and a little bit of nostalgia. For investment managers, it is time to take stock of our investment themes, and to think about where the market might be taking us. The year began with optimism, but markets were rocked […]
Quarterly Insights – May 2025
The first quarter of 2025 proved to be a volatile ride with the U.S. stock market hitting new record highs to begin the quarter, followed by sharp declines precipitated by President Trump’s tariff announcements. International markets fared much better than the U.S., and fixed income also performed well, as investors sought safety amid the heightened […]
2025 1st Quarter Insights
EXECUTIVE SUMMARY Equity markets backed up 2023 strong gains with another stellar year in 2024, underpinned by healthy economic growth in the U.S. Fixed income portfolios recorded modestly positive returns for the year, with yields falling for short maturity issues and rising for bonds of longer duration. Resilience of the U.S. economy defied widespread expectations […]
2024 Post Election Update
Greetings from Channel Wealth, The election is over and once again markets have done an impressive job of processing long odds and disparate information. We wanted to share a few thoughts from our post-election Investment Committee meeting. Our investment thesis and exposure to stocks and bonds will remain very similar to what it was yesterday. […]
2024 Mid-Year Market Review
Portfolio Considerations Given that US equity markets are at all-time highs led by technology, it is time to start re-balancing to undervalued sectors like Utilities, Consumer Staples, and REITs. Economy and Earnings Growth The famed investor Stanley Druckenmiller once said, “that the only good economist I’ve found is the stock market”. There are a lot […]
Market Brief: Is the rise in stocks warranted?
We see a decent probability that June is a positive month for stocks, supported by favorable economic and inflation data, as well as light/pessimistic positioning and sentiment. At this time we are most comfortable sticking with what is working, such as AI-related names, GLP-1/Ozempic, cyclicals (like financials & industrials), and small-caps. Some historical perspective, since […]