2026 Outlook: U.S. Stocks and Economy

Published on December 10, 2025

We believe the macro environment will continue to be unstable given policy crosscurrents and a wobbly labor market, but stocks can likely churn higher given a firmer earnings backdrop.

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The Year-End Checklist: Six Strategic Moves for Advisors Before 2026

December 10, 2025
As 2025 comes to a close, I am using this column to offer high-impact strategies for you and your team to implement before the year ends. While you are likely focused on tax planning, Required Minimum Distributions (RMDs), and the other client necessities, it is equally important to address the operational and strategic health of your practice.

Want to Reach the Next Gen? Expand Your Financial Planning Services

December 10, 2025
To secure the high-asset Gen Z and Millennial clients of the future, financial advisors must pivot away from focusing only on investment management and instead expand their comprehensive financial planning services.