President and CEO, Stacy Francis, CFP®, CDFA®, CES™, and Chief Investment Officer, Matt Haertzen, CFA, CFP®, break down what shaped markets in 2025 and what we’re watching closely in 2026. You’ll hear their perspective on:
How policy shifts and market volatility defined 2025
What strong fundamentals and high valuations mean for U.S. stocks
Why international and emerging markets are increasingly compelling
Where bonds are offering renewed income and diversification potential
How diversification and rebalancing can help smooth market ups and downs
2026 Market Outlook: What 2025 Taught Us and How to Invest With Confidence This Year
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