Summary

In this Take 5 video, we look ahead to 2026 and explore how artificial intelligence is shaping the economy and financial markets. Jason discusses the potential long-term impact of AI-driven investment on growth and productivity, the implications of persistent inflation and higher interest rates, and what elevated market expectations may mean for investors. The conversation also highlights areas of relative opportunity across asset classes and reinforces the importance of diversification, valuation discipline, and a long-term investment approach amid ongoing uncertainty.

This material is not financial advice or an offer to sell any product and is not a recommendation to buy or sell any particular security. The opinions expressed are those of the Saling Wealth Advisors’ Management Investment Team. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Past performance is not indicative of future results. All investments involve risk, including loss of principal and there is no guarantee that investment objectives will be met.

Saling Wealth Advisors (“SWA”) is an independent SEC registered investment advisor. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that SWA or any person associated with SWA has achieved a certain level of skill or training. This material is provided for informational and educational purposes only. More information about SWA including our advisory services, fees, and objectives can be found in our Form ADV Part 2A and/or Form CRS, both of which are available upon request.

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