2025 in Review: What’s Ahead for Investors in 2026?

Listen to 2025 in Review: What’s Ahead for Investors in 2026?

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Markets don’t move in straight lines, and 2025 proved that once again. In this episode, Matt sits down with Matthew Finley to walk through their 2026 Market Outlook and what investors should realistically expect in the year ahead.

They reflect on the sharp early-year pullback in 2025, the surprising number of new all-time highs that followed, and what long-term data, not headlines, suggest about where markets may be headed next. The conversation covers earnings growth, interest rates, volatility, AI spending, and the difference between healthy risk and speculative fear.

Key Topics We Discuss: 

📉 Why a 19% drawdown didn’t derail the year 

📈 What 37 new all-time highs really signal 

🧮 How earnings growth shapes market expectations 

⚖️ Understanding volatility vs. long-term returns 

🤖 AI, policy risks, and potential market catalysts

0:00 – Intro 

2:03 – 2025 pullback and tariff volatility

4:59 – Earnings growth, forecast ranges, and expectations

7:19 – Intra-year declines and market volatility 

12:00 – AI, profitability, and the “bubble” question 

14:14 – Positive and negative catalysts ahead 

16:30 – Takeaways

Resources for this episode:

Market Outlook 2026: Making Calculated Risks

2025 Market Outlook: Insights on Navigating Volatility

Tariffs Explained: The Good, Bad, and What’s Next

Resources for 2025 in Review: What’s Ahead for Investors in 2026?

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About Matthew Nelson

Matt has over 20 years of experience in the financial services industry. He is passionate about helping MedTech professionals maximize their benefits, reduce their taxes, and plan for financial freedom. As the Founder, Managing Partner, and Senior Financial Advisor at Perspective 6 Wealth Advisors, he leads a team of dedicated professionals. The team provides comprehensive and personalized financial planning and investment management services to our clients.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Investment Fiduciary® (AIF®), and Equity Compensation Associate (ECA) Matt specializes in helping our clients navigate the complex and evolving landscape of equity compensation, financial independence, portfolio management, and income tax minimization. Further, he offers strategic insights and guidance on business succession, valuation, and exit planning. Matt’s mission is to empower our clients to achieve their financial and personal goals with confidence and clarity.