2025 Market Recap + 2026 Outlook Webinar
Join us for a special live webinar as we reflect on the key market developments of 2025 and explore what may lie ahead in 2026. This past year was marked by rapid innovation in artificial intelligence and technology, persistent geopolitical tensions, and a cautious Federal Reserve navigating inflation and growth concerns. As we look to 2026, we will share timely insights to help you deepen your understanding of the global economic landscape and evaluate how shifting market dynamics may impact your financial strategy.
This session will offer practical insights into emerging opportunities and risks, from the optimism surrounding AI and power generation to signs of consumer financial strain. We’ll explore how macroeconomic signals, policy decisions, and structural shifts may influence investment strategy and portfolio positioning in the year ahead.
Details:
Date: Wednesday, December 3rd
Time: 5-6 pm MT
Location: Zoom
RSVP: RSVP is required. Save your spot and sign up here: https://us06web.zoom.us/webinar/register/WN_fwhtUMz5TC-UoXMSKf7hZA
Your Host:
David Meier
OCIO Services Consultant, LPL Research
Investment Planning, Johlfs Wealth Management
In his role as an OCIO Services Consultant at LPL Financial, David supports Johlfs Wealth Management as the Chief Investment Officer, where he provides economic insights and deep experience in the development of Johlfs Wealth Management’s investment philosophy and strategy. He works closely with the firm’s advisors to structure tailored investment strategies that align with clients’ financial goals and risk tolerance.
David consults with Johlfs Wealth Management Investment Committee and designs multi-asset portfolios that align with clients’ objectives. David takes pride in his pivotal role to support the firm with professional guidance on investment strategies and market insights. He and his team conduct in-depth research, monitor market trends, and assess risk factors to develop investment recommendations in all types of market conditions.
Before joining LPL Financial’s OCIO Services group, David was a Portfolio Manager and Equity Analyst with Citi Investment Management. He was responsible for managing the firm’s US Large Cap Core Equity strategy and multi-asset class portfolios, with expertise in the Communication Services sector. David began his career as an investment specialist within the global wealth management practices at JPMorgan and Citi. In these roles, David provided investment advice to private clients, family offices, endowments, foundations and other institutions.
David earned his B.A. in Economics and German Language from Northwestern University.
