After three strong years in a row, I’m heading into 2026 with a more cautious stock market outlook—not pessimistic, just prepared. In this episode, I break down three data-driven reasons for caution and exactly how we think about rebalancing, volatility, and staying positioned for whatever the market delivers.

In this video, you’ll learn:

• Why the age of the current bull market matters

• What history says about year two of the presidential cycle

• How elevated stock valuations can change future expectations

• Practical rebalancing strategies after strong gains

• How retirees can protect income with a smarter “market cus ...