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Thought leadership series
Is the AI bubble about to pop in 2026?
Because if it is… a lot of portfolios are in for a rude awakening. Most investors don’t lose money because of bad markets. They lose money because they react emotionally to headlines instead of adjusting intelligently to data. That’s the difference between guessing… and planning So here’s what I’m watching as we head into 2026 👇 First, about that “AI bubble” everyone keeps talking about… Short answer: no one actually knows if there’s a bubble at all. There isn’t even consensus among professionals. What we do know: • In 2025, AI stocks significantly outperformed the S&P - but most of that return came from just a handful of names • International stocks beat U.S. stocks for the first time in over a decade (about 27% vs about 16%) • Consumer spending remains strong, but hiring and firing are both unusually quiet So what does that mean for 2026? 1️⃣ Some of the market’s growth may have been pulled forward into 2025, which could mean more modest returns next year 2️⃣ With international markets leading, diversification is no longer optional 3️⃣ Even in U.S. portfolios, concentration risk is rising when so much value sits in so few stocks, even “safe” ETFs deserve a closer look Bottom line: We’re cautiously optimistic about 2026 but this is not the year for lazy portfolios. Smart diversification, realistic expectations, and disciplined planning will matter more than ever. As always, be sure to work with your financial planner to make sure your portfolio is still on track and balanced. Follow for more. #FinancialPlanning #WealthManagement #Investing2026 #MarketOutlook #PortfolioStrategy #LongTermInvesting #Diversification #InvestorMindset #SmartMoney #MarketVolatility #HighNetWorth #BusinessOwners #FinancialAdvisor #WealthBuilder
Thinking about selling a business? The amount you can bank on might surprise you.
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Thinking about selling a business? The amount you can bank on might surprise you.
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