As we head into the summer of 2026, there is plenty to talk about both in the world and inside
the Pacific Sun family. First, we have some incredibly joyful news to share. On April 29th, Ryan
and Veronica welcomed a beautiful baby girl, Shelby, to the world! We couldn’t be more thrilled
about this wonderful new addition.
The headlines recently have been dominated by the escalating tensions and war in Iran. While
these global events can cause anxiety and short-term ripples in the market, our playbook
remains exactly the same: We invest for the long term, ignore the daily noise, and view
market dips as opportunities to buy quality assets at a discount.
Meanwhile, the broader market continues to show remarkable resilience with many companies
reporting positive growth. The S&P 500 has pushed through the uncertainty to hit fresh all
time highs. It is a powerful reminder that the market is a forward-looking mechanism, driven
by corporate earnings and massive structural shifts in the economy rather than today’s
headlines.
Looking ahead, we are positioning portfolios to capitalize on the next major wave of global
growth. We are looking directly at the foundation of the next industrial revolution: AI
infrastructure:
● Data Centers: The massive digital factories required to process the future.
● Power & Energy Generation: AI chips require an immense amount of electricity, making
next-gen energy infrastructure a critical play.
● Hardware & Quantum Computing: The next frontier of processing power that will
redefine what computers can achieve.
A new Federal Reserve chairperson has been appointed, Kevin Warsh. The market is closely
watching the trajectory of interest rates. Rate decisions have a massive ripple effect on
everything from bond yields to corporate borrowing costs. We are not making any knee-jerk
reactions while we monitor the Fed’s data-dependent approach.
The upcoming SpaceX IPO is a buzzing topic today. There is an immense amount of hype
and excitement surrounding this historic public debut, which means we should expect serious
volatility. While it is an incredibly exciting company, we want to urge caution. If the stock price
runs up too high, too fast, it risks entering “bubble” territory where the price far exceeds its
actual underlying valuation—and what goes up rapidly can come back down to earth quickly.
However, mindful of this risk, if you would like us to purchase shares on your behalf when it
opens, please let us know.
Human ingenuity has already brought plenty of excitement to the table this year! In space and
medical science, NASA’s Artemis II mission just shattered a 55-year-old record, carrying
humans farther into deep space than ever before. Closer to home, Stanford Medicine
researchers announced a breakthrough that allows human joints to regenerate knee cartilage,
potentially signaling an end to future knee replacements.
Meanwhile, sports fans are staring down an action-packed month with the NBA and Stanley
Cup Finals underway, leading right into the highly anticipated kickoff of the FIFA World Cup
across North America.
Our mantra remains the same. We don’t have a crystal ball, but we do have a proven process.
When markets hit all-time highs, we tread carefully, rebalance diligently, and ensure your
portfolios are diversified.
Thank you, as always, for your continued confidence and trust in Pacific Sun Financial. Our
growth remains entirely organic; built on the relationships we share with you. If you have had
any major life changes—or just want to review your long-term plan, please reach out toschedule a session.
Wishing you and your family a safe, happy, and sunny summer!
Mitch Fisher & Ryan Fisher
Pacific Sun Financial Corp