With the market on track for another year of double-digit gains—and many portfolios in a strong position—it’s natural to feel both encouraged and a little cautious.

Markets are near all-time highs, valuations are stretched, and 2026 is shaping up to be a year full of questions around elections, the Fed, AI, global growth, and more.

We’ll walk through the key trends shaping the investment landscape, highlight what’s truly driving returns, and share why many of the fears that captured attention over the past few years never became reality.

Most importantly, we’ll focus on what investors can control: staying balanced with your plan, understanding where opportunities exist, and positioning portfolios to weather uncertainty without losing sight of long-term growth!

Feel free to share this event with anyone in your circle who might find value in the conversation!