Legacy Beyond Wealth with Rob Shelton

2026: Cautious Optimism in a Changing Economy


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As we head into 2026, headlines are pulling investors in every direction, from fear to blind optimism. Rob steps back from the noise to look at what a balanced economic outlook really suggests. The focus isn’t on predicting the future, but on preparing for a range of outcomes with discipline and flexibility. Because in a changing economy, thoughtful planning matters more than bold forecasts.

Here’s what we discuss in this episode:

🧭 Key Themes – Growth slowing without collapsing

⚖️ Valuations – Why parts of the market look stretched

🧳 Diversification – Managing concentration risk and volatility

🚀 Proactive Strategy – Staying nimble instead of reactive


First Trust 2026 Economic Outlook: https://www.ftportfolios.com/Commentary/EconomicResearch/2026/1/5/2026-forecast-still-wary 

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Legacy Beyond Wealth with Rob SheltonBy Rob Shelton