“Companies just want to know the rules because once they know the rules, they know how to figure out how to make money.”

Joey & Adam host the final “Market Chatter” session of the year. They reflected on the eventful year of 2025, marked by their company’s merger and a surge in business activity, especially in the fourth quarter. The discussion centered around key market trends and economic indicators, focusing on the S&P 500’s forward PE ratio and its implications for anticipated growth in 2026. They noted a shift in market dynamics, highlighting increased market breadth and diversification from the dominant “MAG7” stocks.

They delved into the impact of tariffs earlier in the year, describing the market’s volatile reaction and subsequent recovery following a 90-day pause on reciprocal tariffs. The conversation also explored the tangible benefits of AI in their operations, enhancing efficiency in tasks like meeting preparation and note-taking.

Further discussion revolved around 2025’s favorable tax environment, particularly the bonus depreciation benefits for businesses, which spurred increased economic activity, including a notable rise in corporate jet sales. They speculated on the economic effects of additional tax benefits set to activate in 2026, projecting continued growth and earnings potential.

Looking ahead, Joey and Adam expressed optimism for 2026, anticipating favorable conditions and hoping for increased charitable giving due to new tax incentives. They concluded with holiday well wishes, looking forward to the next “Market Chatter” and a successful new year.

Key Topics:

• Introduction and 2025 Year Review (00:00 - 02:30)
• S&P 500 Valuations and Market Growth Expectations (02:31 - 07:00)
• Q4 and Market Performance Trends (07:01 - 08:45)
• Market Breadth and MAG7 Performance (08:46 - 13:15)
• AI’s Impact on Business Operations (13:16 - 19:45)
• Tariff Impact and Economic Recovery (19:46 - 24:30)
• Bonus Depreciation and Tax Law Changes (24:31 - 27:45)
• Personal Tax Benefits and Charitable Deductions (27:46 - 30:30)
• Conclusion and Outlook for 2026 (30:31 - 36:00)

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

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