What Last Year Taught Us About Staying Invested скачать в хорошем качестве

What Last Year Taught Us About Staying Invested

A new year always brings fresh predictions, louder headlines, and plenty of pressure. In the first Off the Wall episode of the year, Nate W. Tonsager, CIPM and David B. Armstrong, CFA take a step back and anchor the conversation in the reality of what happened in 2025, and why that context is essential as we head into 2026. They reflect on the surprises that shaped last year and connected those lessons to the environment ahead. Key topics: Global markets and why international equities outpaced U.S. stocks in 2025 Volatility, drawdowns, and what last year revealed about investor behavior Why diversification showed up when it mattered most The absence of a recession and what surprised markets along the way Interest rates, inflation, and what the data suggests for 2026 Historical patterns that shape expectations for the year ahead —- Please see important podcast disclosure information at https://monumentwealthmanagement.com/... Episode Timeline/Key Highlights: 0:00 — We’re back: college football picks and the market backdrop 2:46 — 2025 market winners: why global stocks outperformed 6:10 — The S&P 500 question, behavior gaps, and staying invested 12:23 — 2025 surprises: no recession, tariffs, and asset class shifts 21:18 — What worked: metals, market tails, and quiet standouts 24:48 — What we’re watching for 2026: diversification, election-year volatility, and cash planning Resources Mentioned: 11:41 - What is Direct Indexing? Customization, Taxes, and More - Monument Wealth Management - https://monumentwealthmanagement.com/... Connect with Monument Wealth Management: Visit our website: https://monumentwealthmanagement.com/ Follow us on Instagram:   / monumentwealth   Connect on LinkedIn:   / monument-wealth-management   Connect on Facebook:   / monumentwealthmanagement   Connect on YouTube: https://www.youtube.com/user/Monument... Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/... About “Off the Wall”: Markets are noisy. Your time is limited. Off The Wall cuts through the clutter. Hosts David B. Armstrong, CFA and Nate Tonsager, CIPM bring you straightforward, candid insights about what’s really moving markets and why it matters for successful investors. From economic shifts to portfolio positioning, we break down the complexities so you can invest with intention and stay grounded when headlines and life feels chaotic. Learn more about our hosts on our website at https://monumentwealthmanagement.com #MarketOutlook #2025MarketReview #2026Investing #GlobalMarkets #InvestorBehavior #MarketVolatility #Diversification #InterestRates #LongTermInvesting