Quarterly Market Recap: January 2026

Описание: This recording captures our Quarterly Market Recap from January 29, 2026. In this 30-minute live conversation, we explored how a strong global market environment can still feel uneasy beneath the surface, and why preparation, not prediction, remains essential as change continues to unfold.

🎙️ In this conversation:
– Dennis Morton, Katie Brown, and Cody Demmel discuss what it means to stay invested when leadership in markets is shifting
– We reflect on key lessons markets reinforced in 2025, including why winners don’t stay on top and why diversification often feels uncomfortable before it feels rewarding
– We break down recent economic data, including inflation, GDP growth, unemployment, and Federal Reserve policy decisions
– We examine why international markets outperformed U.S. markets in 2025 and what that rotation may signal going forward
– We revisit the role bonds played in providing stability during periods of equity volatility
– We explore why market forecasts often miss the mark and what matters more than getting predictions “right”

📊 Key Takeaways:
– Change is constant, but perspective helps investors stay grounded
– Diversification works over time, even when leadership rotates
– Volatility is normal—and planning helps you manage through it
– Confidence comes from discipline, not reacting to headlines

⏯️ Watch the full conversation to gain perspective, stay intentional, and refocus on what you can control as markets (and life) continue to evolve.

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