SWM Private Clients,
Last year, we correctly identified that a combination of political continuity and strong corporate fundamentals would drive a high-performance market. Our thesis that the AI revolution would mirror the transformative growth of the late 1990s has also been validated by recent market activity. Our outlook for the coming year remains optimistic, fueled by:
- Monetary Policy: Anticipated Fed cuts providing increased liquidity.
- Fiscal Growth: Positive policy shifts supporting domestic earnings.
- AI Integration: Continued expansion of technology-driven productivity.
The Bottom Line: While the momentum is undeniable, we are mindful of the late-stage nature of this cycle. We will continue working with you to ensure your "game plan" remains robust, prioritizing risk management alongside moderate growth. Consider tuning into our Janney Outlook 2026 call next week.
See attached for more details on the quarter: Market Vane Monthly Update
SWM NEWS:
Schultz Wealth Management and Jeff were again named to the CEO Roundtable at Janney, provided to only the top 12% of the firm's financial advisors.
Jeff spent time with his parents and family over the holidays and had a ball!
Clarke had a nice trip for with friends to Mexico in December for a birthday celebration. He and Laura are grateful to work along a strong team and thoughtful clients, and he is looking ahead to 2026.
This holiday season reminded us that the best moments usually include a little chaos, a lot of laughter, and being together. Kevin, Meg, Ridley (9), and Hughes (7) are grateful for a year full of family time, memories made, and plenty of reasons to smile.
Caroline spent lots of time with family and friends in Q4, including a trip to Costa Rica!
