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In this video and transcript, Ben Hockema reviews key market themes from 2025 and explains how portfolios are being positioned for 2026. Topics include market performance, inflation risk, diversification, and updates to long-term investment assumptions.
A practical reference to 2026 tax brackets and key income thresholds, including capital gains, Social Security taxation, Medicare surcharges, and planning considerations across different life stages.
Financial markets were hot in July, starting the second half of the year off with a bang. There was a clear appetite for riskier segments of the market as equities generally outperformed fixed income. Even in the face of negative year-over-year earnings growth so far for the second quarter, favorable economic data helped bolster returns.
Business Consultant