After three strong years in a row, I’m heading into 2026 with a more cautious stock market outlook—not pessimistic, just prepared. In this episode, I break down three data-driven reasons for caution and exactly how we think about rebalancing, volatility, and staying positioned for whatever the market delivers.

In this video, you’ll learn:

• Why the age of the current bull market matters

• What history says about year two of the presidential cycle

• How elevated stock valuations can change future expectations

• Practical rebalancing strategies after strong gains

• How retirees can protect income with a smarter “market cushion” approach

If you’re an investor—or you’re already retired—this is a simple framework to help you stay disciplined when the headlines get loud. And don’t forget, we are here for you! If you want help stress-testing your plan for 2026 volatility, reach out to our team to schedule a review.

#StockMarket #Investing #MarketOutlook #Rebalancing #FinancialPlanning #RetirementPlanning #Volatility

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Connect With Jerry: Jerry Davidse, CFP®

CEO, Presilium Private Wealth

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/jerrydavidse/ Meet Jerry: https://www.presiliumpw.com/team_member/jerry-davidse-cfp/#bio

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This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.

The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision.

Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.