Thank you to everyone who joined our recent webinar featuring Liz Ann Sonders, Chief Investment Strategist at Charles Schwab. It was a dynamic and timely conversation exploring the economy, market dynamics, and the shifts investors should be preparing for as we move toward 2026.

If you weren’t able to attend the live event, the full replay is now available.

What We Covered

Our discussion explored several themes shaping the investment landscape:

• The K-shaped economy and why affordability remains a defining challenge
• Fed policy expectations for 2026 and the role inflation volatility may play
• The broader shift from the Great Moderation to a more temperamental market era
• How AI, energy, and healthcare are influencing leadership and long-term growth trends
• The outlook for interest rates, corporate profits, and market liquidity
• Where investors may find opportunities beyond the mega-cap names

Why It Matters

2026 is shaping up to be a year of transition – across policy, economic momentum, and global market dynamics. Liz Ann and David provided perspective on what long-term investors should anticipate and how portfolios can be positioned for resilience in this evolving environment.

If you’d like to discuss how these themes may influence your financial plan or investment strategy, please reach out to your AlphaCore advisor.

Disclosure: This material is being provided for informational purposes only. This material represents the current views and opinions of the speakers, and there is no guarantee that any opinions will prove to be accurate, or any forecasts made will come to pass. No obligation is undertaken to update any information, data or material contained herein. AlphaCore provides investment advice only within the context of our written advisory agreement with each AlphaCore client. AlphaCore is not recommending the purchase, sale or holding of any security. Information provided does not constitute an offer or solicitation, and should not be considered tax, legal, or accounting advice.

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Before embarking on any investment program, you should carefully consider the risks and suitability of a strategy based on your own investment objectives and financial position.