Market Updates & Webinars

 

"Expectations for 2026" - Quarterly Market Update

 

Market Update Webinar Replay — February 4, 2026
Chief Investment Officer Shashi Mehrotra hosted his quarterly market update and live Q&A discussion, Expectations for 2026. During this session, Shashi shared timely insights on the current market environment and what investors may expect moving forward.

 

During the webinar, Shashi covered:

  • Expectations for 2026
  • Valuation and crowd sentiment concerns
  • A continued bullish outlook

This webinar provided valuable perspective from one of the industry’s most dynamic voices.

If you have any questions after viewing the replay or would like to discuss how these insights may apply to your financial plan, please feel free to contact our office.

CLICK HERE FOR SHASHI'S WEBINAR

 

Q3 2025 Market Update - Watch the Replay

 

Missed the live session? You can now watch the replay of our Q3 2025 Market and Economic Update with Shashi Mehrotra, Chief Investment Strategist at Lincoln Investment.

 

Shashi has a unique talent for making complex financial topics easy to understand. Whether you closely follow the markets or simply want a clearer picture of the economy, this replay offers practical insights and fresh perspective.

  • Will new tariffs lead to more inflation?
  • What does the “Big Beautiful Bill” mean for the economy?
  • Could anything derail the stock market’s momentum in the second half of the year?

This is an informative and engaging session you won’t want to miss. Use the link below to watch the webinar replay from August 6, 2025

CLICK WATCH NOW FOR INSTANCE ACCESS

Protect What Matters Most – Cybersecurity Webinar

 

In today’s digital world, online scams are becoming more sophisticated—often targeting individuals based on age, lifestyle, or major life events. These tactics are highly personalized, making anyone a potential target.

 

If you missed our live webinar on July 9, you could now watch the full recording below. In this session, we cover practical tips and straightforward steps to help you recognize and prevent common scams before they impact you or your loved ones.

Whether you're managing your own finances or looking out for someone else, this webinar will give you the tools and awareness to stay protected in a rapidly evolving digital landscape.

Our business is built on a foundation of thoughtful client relationships.

 

CLICK WATCH NOW FOR INSTANCE ACCESS