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March 17, 2026 Investor Insights Thumbnail

March 17, 2026 Investor Insights

Investor Insights

Midterm Years

March 17, 2026

Enjoy this week's "Investor Insights," a weekly newsletter that highlights the financial news you need and provides tips and tricks for making better investment decisions. 

 

  • Midterm years tend to bring more downside volatility. The S&P 500’s median peak-to-trough decline is around 18% during midterm years (vs ~10% in non-midterm years), with 10%+ corrections occurring ~70% of the time. *1
  • Microsoft has fallen ~28% since July, erasing ~$1T in market value as AI concerns drive sentiment. This is its cheapest MSFT stock has been relative to the S&P 500 in a decade, a level last seen in January 2023 before a ~73% rally over the following 12 months. *2
  • Tax refunds are rising, with the average refund ~$3,742, up more than 10% year over year. 3
  • Adjustable-rate mortgages are gaining popularity, with nearly half of $1M+ mortgages now ARMs. An ARM mortgage offering ~5.3% rates vs ~6.1% for a 30-year fixed mortgage would save someone around $500/month on a $1M loan. 4

Sources:

  1. MFS – “Beyond the News”
  2. Barron’s – “Microsoft Stock Hasn’t Been This Cheap in a Decade. It’s Time to Buy.”
  3. Barron’s – “Tax Refunds Are Bigger This Year. How to Invest It Wisely.”
  4. MarketWatch – “Nearly half of new $1M+ mortgages are ARMs”

*Past performance is not indicative of future performance

Disclosure: This information is furnished for the use of Glen Eagle Advisors, LLC, Glen Eagle Wealth, LLC, and their clients and/or contacts. It does not constitute the provision of investment advice to any person. It is not prepared with respect to the specific objectives, financial situation, or particular needs of any specific person. Investors reading this commentary should consult with their Glen Eagle representative/financial advisor regarding the appropriateness of investing in any securities or adapting any investment strategies discussed or recommended in this newsletter. 

Glen Eagle Wealth, LLC is a member of FINRA, MSRB and SIPC 

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