Oarsman Capital Named to the 2026 CNBC Financial Advisor 100
We are honored to announce that Oarsman Capital has been named to the 2026 CNBC Financial Advisor 100, CNBC’s annual ranking of the top registered investment advisory firms in the country. Oarsman is one of four Wisconsin firms and the only Milwaukee-based firm recognized this year.
Finding Balance in an Uncertain Market
3Q 2026 Investment Review & Outlook
Rising interest rates, concentrated equity markets, and geopolitical uncertainty continue to shape the investment landscape. In our latest quarterly review, we examine the forces driving stock and bond market performance, the opportunities emerging across asset classes, and the importance of diversification and disciplined risk management in positioning portfolios for the road ahead.
Rallying Markets, Rising Concentration
2Q 2026 Investment Review & Outlook
Equity markets rallied in the second quarter, supported by stronger earnings expectations and continued enthusiasm for artificial intelligence. While fundamentals remain constructive, rising concentration within major indexes highlights the importance of diversification and valuation discipline.
Volatility Returns, Fundamentals Hold
1Q 2026 Investment Review & Outlook
Equity markets pulled back amid geopolitical tensions and rising inflation expectations, but underlying fundamentals remain intact. Strong earnings growth and a resilient economic backdrop continue to support a constructive long-term outlook.
Conflict in the Middle East
March 2, 2026
Military developments in the Middle East are driving headlines — and volatility.
The Market’s Next Chapter Beyond the Magnificent 7
4Q 2025
Markets capped off 2025 with another strong year, supported by easing monetary policy and resilient earnings. In our 4Q25 review, we break down what drove returns and why 2026 may be defined by broader participation across the market.
Watch the discussion
3Q 2025 Review & Outlook Webinar
Hear from members of Oarsman’s Investment Committee as they break down important developments from the previous quarter and share what they’re watching as we enter the next quarter.
Beyond the Headlines: Fundamentals Drive the Market Higher
3Q 2025 Investment Review & Outlook
Despite lofty valuations and constant chatter about an overheated market, fundamentals remain strong. Earnings growth, fiscal support, and resilient consumer spending continue to underpin the rally. We look beneath the surface to see what’s propelling markets — and what risks may lie ahead.
Oarsman Capital Selected as a Future 50 Award Winner for 2025 by BizTimes Media
July 31, 2025
We are honored to announce that Oarsman Capital was selected by BizTimes Media for the Future 50 award for 2025. The award recognizes the fastest-growing privately-owned companies in southeastern Wisconsin that have been in business for at least three years and have shown significant revenue and employment growth.
Watch the discussion
2Q 2025 Review & Outlook Webinar
Hear from members of Oarsman’s Investment Committee as they break down important developments from the previous quarter and share what they’re watching as we enter the next quarter.