Webinar

Hot Topic Webinar: 2026 Annual Economic Update

Date/Time: Wednesday, January 28, 2026, from 12 – 1 pm CST

Ready to explore the major forces shaping the markets and economy?

In this live session, John Meyer and Chad Halbur will give an in-depth look back at 2025’s economic and market landscape and discuss what may influence the year ahead in 2026. This session expands on our usual quarterly review with a deeper examination designed to support informed decision-making as you plan for the coming year.

What You’ll Learn

  • How market concentration, inflation trends, and interest rates shaped 2025 outcomes
  • Developments across equities and fixed income as we move into 2026
  • Key risks to keep an eye on
  • Approaches to help strengthen portfolio resilience when conditions shift
  • Areas to watch for potential opportunities

Who Should Attend

This session is designed for individuals and couples who:

  • Want a clearer picture of how last year’s market and economic shifts might matter for their own financial life
  • Are thinking about how to stay grounded when headlines feel noisy or uncertain
  • Would like help connecting long-term goals with practical investment decisions
  • Feel curious about where opportunities and challenges may show up in the year ahead

Presenters:

Jon T. Meyer, CFP®

Principal, President, BGM Wealth Management Group

Chad Halbur

President and Shareholder, Cornerstone Private Asset Trust Company 

This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for consulting in a one-on-one context where all the facts of your situation can be considered in their entirety. Despite efforts to be accurate and current, this presentation may contain out-of-date information and there is no obligation to advise you of any subsequent changes or updates.

The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information from outside resources has been deemed to be reliable but has not necessarily been verified. Each individual has unique circumstances to which this information may or may not be relevant. Under no circumstances will this information constitute an offer to buy or sell and it does not indicate strategy suitability for any particular investor. Past performance is not indicative of future results.

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.