Outlook 2026 - Wealth Stewards

As the year ahead takes shape, many people are asking the same question: what really matters?

Outlook 2026 is a live, roundtable conversation bringing together experienced voices to discuss the trends shaping markets and policy.

This engaging and education focused conversation is:

Designed to be highly approachable and appealing to all investors, regardless of your financial knowledge.

You’ll have the opportunity to:

Hear different independent viewpoints
Ask questions in a live, interactive setting
Walk away more confident in your understanding of the trends shaping the year ahead

Where

This roundtable event is virtual and hosted on Zoom

When

Tuesday, February 3rd 2026
7:00pm - 8:00pm EST

What You Will Learn

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1. Outlook on Equity Markets: What’s Driving Change
- Explore the long-term trends and economic factors shaping equity markets today
- Put headlines like interest rates, inflation, and trade policy into clearer context
- Build confidence in understanding market movements and staying disciplined through market cycles
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2. The Evolving Role of Private Markets
- Understand why private markets are playing a growing role in institutional portfolios
- Look ahead at how private markets are evolving and where future activity may be concentrated
- Learn how private investments may fit within a diversified, long-term portfolio
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3. Tax Changes: What’s New and What’s Next
- Review the most relevant tax updates and changes from the federal budget
- Understand how recent tax policy shifts may affect you and your financial decisions
- Gain perspective on what these changes may signal for the year ahead
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4. Register Today
Register Today

Why Attend Outlook 2026?

Cut Through the Noise

Gain clearer perspective on the financial, economic, and policy forces shaping the year ahead, and what’s worth paying attention to beyond the headlines.

Access the Experts

Hear thoughtful insights from independent experienced voices who bring different viewpoints and real-world experience to the conversation.

Look Ahead with Confidence

Explore the trends shaping markets, private investments, and tax policy, with context to help you think more clearly about what may lie ahead.

Expand Your Knowledge

Designed to be accessible and engaging for all financial levels, whether you're a seasoned investor, a business owner, or just interested in staying informed.