In this 2026 Market Outlook webinar, we recap the biggest investing lessons from 2025 and break down what we’re watching in 2026—from stock valuations and AI headlines to bonds, interest rates, and the economic scorecard.
We cover how markets handled a sharp drawdown (and why the best days often follow the worst), how diversification and rebalancing helped investors stay on track, why bonds “did their job” in 2025, and what the data says about fears like “an AI bubble” or foreign investors dumping U.S. Treasuries.
You’ll also hear our take on what could drive markets higher in 2026 (AI infrastructure, potential major IPOs, and productivity gains) and what risks could create volatility (rate expectations, policy uncertainty, geopolitics, and key headlines).
We discuss:
• 2025 headlines that moved markets (and why noise ≠ strategy)
• The 2025 drawdown, recovery, and the psychology of staying invested
• Rebalancing, tax-loss harvesting, and timely planning opportunities
• Diversification: why winners rotate year to year
• Stock valuations (P/E ratios) and why “expensive” isn’t always what it seems
• AI: hype vs. earnings, and why today ≠ the dot-com era
• Bonds & fixed income: what changed, what didn’t
• Rates, money markets, and where “sideline cash” may go next
• Economic scorecard: GDP, inflation, unemployment, sentiment
• What we’re watching for 2026: catalysts + risks
If you’d like a second set of eyes on your allocation and risk level for 2026, reach out and we’ll schedule a review. And don’t forget to subscribe for the next webinar—we’re considering a deeper dive on AI + crypto and how it connects to the markets.
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This material is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, or other professional advice. Information and data contained herein is as-of the date of publication, and may be subject to change in the future without notice. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained herein should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. You are highly encouraged to consult with professionals of your choosing before taking any action based on this material.