• Making Sense of Today’s Markets & What It Means for Your Portfolio

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    Join Daken Vanderburg for a timely update on the economy and financial markets as we move through 2026. He’ll discuss the continued moderation in economic growth, signs of cooling in the labor market, and what this means for inflation and interest rates. Daken will also cover how markets are responding to a shifting policy backdrop, evolving investor sentiment, and ongoing geopolitical and fiscal uncertainty. This event is designed to help you put recent volatility into context and understand the key forces shaping portfolio outcomes in the months ahead.




    State of the economy

    - U.S. growth remains positive but is clearly moderating - Labor market conditions are easing, with implications for inflation and consumer demand - Economic data points to a late cycle environment rather than recession

    Federal Reserve & monetary policy

    - Inflation continues to trend lower, though progress is uneven - The Fed remains data dependent, balancing growth risks against inflation risks - Interest rate expectations remain a key driver of market volatility

    Market environment & asset allocation

    - Equity markets have been resilient but increasingly sensitive to macro data - Fixed income has regained relevance as yields remain attractive - Diversification and valuation discipline matter more in this phase of the cycle

    Key themes to watch

    - Policy uncertainty, fiscal dynamics, and global geopolitical risks - Shifts in leadership across sectors and asset classes - What today’s environment means for long term portfolio positioning