Webcasts

Brad Long, Chief Investment Officer and Chris Maxey, Chief Market Strategist, provide a timely mid-year update on the market and economic forces influencing returns so far this year. This informative live session covers:

• Discussion of recent developments across inflation, interest rates and the influence on current economic growth, including near-term risks from geopolitics and energy markets.
• Portfolio implications of ongoing AI-driven investment and evolving fundamentals outside the largest U.S. stocks.
• An overview of where we are seeing opportunity and where we remain more cautious as valuations, policy expectations and capital market assumptions shape positioning for the coming quarters.

Brad Long, Chief Investment Officer and Chris Maxey, Chief Market Strategist, provide an in-depth look at key market and economic developments shaping returns early in the year. This informative live session covers:

• Capital market forecasts including the impact from rising geopolitical tensions and the rapid rise of AI
• What the Supreme Court’s tariff ruling means for inflation, interest rates and growth expectations
• A look ahead – key risks, themes and considerations for the remainder of 2026

Set the tone for a successful year by aligning your financial goals with smart strategies. Nick Breit and Altan Wuliji share practical insights from our 2026 Financial Planning Guide, your roadmap to navigating the year ahead.

Key topics for discussion include:
· Tax & Charitable Planning
· Retirement Planning
· Estate Planning
· Insurance Planning

Brad Long provides an in-depth look at the key themes shaping portfolios in 2026, from tempered return expectations to strategic positioning in a changing market. This informative webcast covers:

• Three themes shaping our 2026 positioning
– AI playbook
– Navigating valuation
– Noise resistance
• Updated capital market forecast including return expectations and risks

Michael Sustarsic, CFA and Sean McCaffery, CFA, offer a timely and insightful discussion exploring how private assets are helping reshape the future of retirement planning. As DC plans evolve to meet the needs of modern participants, incorporating private equity, credit and real assets offers new opportunities and new challenges.

The Big Picture: Navigating Fed Policy, International Markets and Slowing Growth

Monetary policy moves back toward an accommodative stance as US labor markets show signs of weakness. Meanwhile, international equities forge ahead as trade policies begin to settle into place. Brad Long and Rob Lowry provide an update on capital markets, implications for investments and a preview of 2026 as our gaze shifts to the turning of the calendar.