Market Update: 2025 Surprises, Year-End Strategy and What’s Ahead

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Chief Investment Officer Joseph “JP” Powers recaps a year of unexpected turns and shares how to position portfolios for 2026. 

Join JP for December’s market update as he unpacks the latest economic data following the government reopening, reviews what worked and what didn’t in 2025, and outlines key priorities for the year ahead. 

Discover why inflation remains sticky despite easing goods prices, how labor market cracks are emerging and why consumer strength may be tested in early 2026. JP also looks back at the year’s biggest surprises, from narrow market leadership and tariff shocks to international equity outperformance and fixed income’s comeback. 

Finally, hear JP’s perspective on building resilient portfolios for 2026, including opportunities in value stocks, global diversification and bonds for stability and income. Watch now for insights on navigating uncertainty and capturing lasting opportunities. 

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Wealth With Intention
February 6, 2026

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