The Weekly Update 12/26/2025™

Our Economy for 2026 In a Picture

As you read in this month’s update of The Seven Signs of a Changing Economy™ (Read it Here), please take a moment to reflect back on all the news items, research letters, business programs, or any other favorite “market” sources you have given your time and attention to over the last fifteen years.

I have a $1 USD bet none of them, not one, has been more accurate in its’ future outlook for our economy and the trend of valuations of Corporate America than The Seven Signs of a Changing Economy™!

Anyone? Just one piece? Let me know so I can buy it too.

Strong confident statement for sure!  Why do you think The Seven is so accurate year over year?

Because I have nothing to sell.  You are already in The Wealth Strategies Group client family.  You pay exactly $0.00 for these updates.   Therefore, I can use these source cited, fact based, independent datapoints, that when viewed as a collective, tend to honestly look forward to how our economy and capital markets should trend, and then we invest accordingly.

I’m not suggesting you read or listen to nothing else, but you could and do just fine with The Seven.  One of my favorite lines, Who do you listen to and why?!!!!

As for our economy in 2026, well in a picture:

And the valuation of Corporate America have tended to trend with the economy.  My estimate for 2026 for the S&P 500?  Well around +10%, I think.

I did not say market valuations go straight up, and I did not say without volatility, yet the data flow suggests the good old USA has a very bright outlook.  Think “Five Year Money” (Read it Here).

I’m interested in your thoughts, comments and observations.  Feel welcome to call, email, or stop by the office and say Hi.

Respectfully,

James O. Lunney, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional  

*The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.  Investing involves risk. Loss, including loss of principal, may occur. No strategy assures success or protects against loss. All performance referenced is historical and is no guarantee of future results.  All indices are unmanaged and may not be invested into directly.

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