Fundamentals Over Headlines

The past year reminded us that volatility is normal. In this episode, Clark Bellin breaks down how investors navigated the “push and pull” of sensational headlines versus solid fundamentals—and why sticking to a data-driven plan paid off. Plus, a look ahead to 2026’s more historically normal returns.

Tax Disclosure:

The specialized information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state or local municipalities taxes or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change and unique to every specific taxpayer’s particular set of facts and circumstances. [Firm does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance.