Ready.Set.Retire!

Market Recap & 2026 Outlook


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Lori and Jon reflect on a strong 2025 and highlight the factors that supported double-digit market gains, including interest rate cuts, solid earnings growth, and policy support. They also share what they’re watching as portfolios head into 2026, and why discipline and active management remain key.

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Ready.Set.Retire!By Lori Pinkowski

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