The Six Keys to Growing and Protecting Your Wealth in 2026

The Six Keys to Growing and Protecting Your Wealth in 2026 

SAM’s 2026 Investment Outlook: What We're Seeing, How We're Positioning, and What You Should Know


📆Date: Tuesday, January 13th
⏰Time: 5 PM Eastern / 4 PM Central / 2 PM Pacific

The start of a new year brings fresh market dynamics and evolving expectations. As we move through 2026, we're already seeing shifts that are influencing how we think about risk, opportunity, and portfolio positioning for the months ahead. Join us for our upcoming investor webinar hosted by CIO Austin Root, and Deputy CIOs Mario Valente, CFA, and Michael Joseph, CFA.  

We’ll cover:  

  • Our outlook for 2026 and how we are positioning our portfolios for the year 

  • How active management fits into a broader wealth strategy when conditions are shifting. 

  • Six insights investors should consider for navigating markets, including some factors that aren’t getting enough attention 

Join us to hear how we're thinking about the year ahead and the actions we're taking to help grow and protect our clients’ wealth in 2026!  

January 16, 2026