FINANCIAL PLANNING WEBINAR | THURSDAY, FEBRUARY 12TH AT 12PM CT
Stock Market Update - Q1 2026
Investment Strategies for Today’s Markets
Markets in 2025 were anything but predictable. From the fourth bear market in seven years to a record-breaking rebound, investors faced both turbulence and triumph. Through January 2026, inflation is moderating, interest rates remain in focus, and technological innovation is reshaping entire sectors.
Amid the noise, understanding what drives returns and how to position portfolios accordingly is more important than ever.
Join us for our quarterly market update, where Nick Johnson, CFA®, CFP®, President & Chief Investment Officer of Willis Johnson & Associates, presents an in-depth analysis of where our economy currently stands and offers actionable tactics to consider for your investment strategy. This webinar also addresses the top concerns of our clients, including:
- The Great Divergence: Consumer sentiment has plummeted while GDP growth, employment, and wage growth remain strong. What's driving this disconnect, and how might you respond?
- From Concentration to Diversification: International markets, small caps, and value stocks outperformed while tech underperformed. Are these sustainable, or are we chasing yesterday's winners?
- Valuations Tell the True Story: Despite market gains, price-to-earnings ratios remained essentially flat year-over-year, meaning returns came from earnings growth, not valuation expansion.
- Separating Signal from Noise: Amid sensational headlines, what actually matters for your investments? How do tariffs, interest rates, and policy uncertainty reshape your strategy?
- Bonds, Credit & Private Markets: Public bond spreads remain unattractive, but private credit continues to offer compelling risk-adjusted returns.
Register now by filling out the form.
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Nick Johnson, CFA®, CFP®
