Tag: Portfolio Management
2025 in Review: What’s Ahead for Investors in 2026?

2025 in Review: What’s Ahead for Investors in 2026?

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Markets don’t move in straight lines, and 2025 proved that once again. In this episode, Matt sits down with Matthew Finley to walk through their 2026 Market Outlook and what investors should realistically expect in the year ahead.

They reflect on the sharp early-year pullback in 2025, the surprising number of new all-time highs that followed, and what long-term data, not headlines, suggest about where markets may be headed next. The conversation covers earnings growth, interest rates, volatility, AI spending, and the difference between healthy risk and speculative fear.

Here’s some of what we discuss in this episode:

📉 Why a 19% drawdown didn’t derail the year 

📈 What 37 new all-time highs really signal 

🧮 How earnings growth shapes market expectations 

⚖️ Understanding volatility vs. long-term returns 

🤖 AI, policy risks, and potential market catalysts

0:00 – Intro 

2:03 – 2025 pullback and tariff volatility

4:59 – Earnings growth, forecast ranges, and expectations

7:19 – Intra-year declines and market volatility 

12:00 – AI, profitability, and the “bubble” question 

14:14 – Positive and negative catalysts ahead 

16:30 – Takeaways 

Resources for this episode:

2026 Market Outlook Article:

https://www.perspective6wealthadvisors.com/market-outlook-2026-making-calculated-risks/

2025 Market Outlook Article:

https://www.perspective6wealthadvisors.com/2025-market-outlook-insights-on-navigating-volatility/

Tariff Article:

https://www.perspective6wealthadvisors.com/tariffs-explained-the-good-bad-and-whats-next/

Resources

📌Our website: https://www.perspective6wealthadvisors.com/

📞Phone: (952) 225-0333

📧 Email: perspective6@savvyadvisors.com

🗓 Schedule your no-cost consultation: https://www.perspective6wealthadvisors.com/start-here/

📚 Essential Financial Guides

📌5 Ways to Maximize Your Medtronic 401k Plan Guide: https://perspective6wealthadvisors.com/guide/

📌Stock Compensation Tax Form Checklist: https://perspective6wealthadvisors.com/stock-compensation-tax-checklist/

📌ESPP: A Comprehensive Guide: https://perspective6wealthadvisors.com/espp-guide/

📌Check out our other no-cost financial resources here: https://perspective6wealthadvisors.com/resource-center/

📲 Stay Connected

🎥 Check us out on YouTube: https://www.youtube.com/@P6Wealth

📍LinkedIn: https:// www.linkedin.com/company/perspective-6-wealth-advisors

Investment advisory services offered through Savvy Advisors, Inc. Other entities and/or marketing names, products or services mentioned here are independent of Savvy Advisors, Inc.
Jacob’s Journey: Building a Foundation on Integrity and Family Values (Ep. 16)

Jacob’s Journey: Building a Foundation on Integrity and Family Values (Ep. 16)

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What drives a financial planner to focus on factors beyond the numbers?

In this week’s dialogue on the MedTech Wealth Advisor Podcast, host Matt Nelson, CFP®, AIF®, ECA welcomes Jacob LaRue, CFP®, a pivotal team member whose personal and professional journey offers a unique perspective on the financial planning landscape. Growing up in a Chicago suburb, Jacob’s early life lessons in integrity, teamwork, and diligence have deeply influenced his financial advisory approach.

Key Highlights:

  • Values at the Core: Reflecting on his family’s entrepreneurial background, Jacob explains how these moral and ethical standards have become the cornerstone of his professional life
  • Educational and Career Evolution: Jacob traces his journey from an aspiring baseball player to a dedicated financial planner, emphasizing the critical courses and extracurriculars at Western Kentucky University that shaped his path
  • Focus on Clients: Jacob details his commitment to ethical, client-oriented advising, shaped by handling diverse client situations and focusing on personalized financial plans
  • Empathetic Advising: He stresses the importance of recognizing clients’ backgrounds and motivations, blending analytical skills with empathy to tailor advice effectively
  • Life Beyond Numbers: Jacob shares personal stories, including how he met his wife in a financial planning class, illustrating how personal and professional lives intertwine
  • Resilience in Practice: Sharing a mantra from his baseball days, Jacob highlights the role of resilience and optimism in overcoming professional challenges

Explore these insights and more to understand the profound impact of personal values and professional integrity in the world of financial planning.

 

Resources:

Connect with Matt Nelson:    

Connect with Jacob LaRue: 

Connect with Perspective 6 Group:       
Investing for Decades Not Days (Ep. 14)

Investing for Decades Not Days (Ep. 14)

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Is your portfolio designed for sustained growth without succumbing to market speculation?

Join us for a compelling episode of The MedTech Wealth Advisor Podcast. Host, Matt Nelson, CFP® welcomes back Matthew Finley, CFP®. The pair dive into tailored investment strategies that guide their business. This discussion emphasizes consistent, disciplined investment approaches over speculative, high-risk tactics often highlighted by the financial media. Discover strategies that could enable stable returns to support your financial future.

Key Highlights:

  • Commitment to Long-Term Growth: Leverage the power of compounding returns in robust global economies
  • Priority on Liquid Investments: Why Perspective 6 Group focuses on publicly traded investments that offer predictable, consistent returns
  • Balanced Alternative Investments: The strategic role of alternatives like private equity and real estate in complementing a strong market foundation
  • Weighing Risk and Stability: A look at the risks of speculative assets versus the stability and inflation protection offered by equities
  • Informed Portfolio Adjustments: How strategic tweaks during market shifts can enhance long-term outcomes without derailing financial goals
  • Customized Retirement Strategies: Tailor retirement plans to meet long-term growth and immediate income needs effectively
  • Dispelling Investment Myths: Debunk common myths and highlight the growing importance of technology in investment portfolios

Explore these insights and more to learn about building a resilient investment strategy.

 

Resources:

  • Do you have a topic you’d like to learn more about on this podcast? Send us an email at mwapodcast@focusfinancial.com to let us know. We look forward to hearing from you!
  • Read more on Perspective 6 Group’s Investment Philosophy here.

Connect with Matt Nelson:    

 Connect with Matthew Finley: 

Connect with Perspective 6 Group:       

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.