Collective Advisors

Markets climbed last week even as headlines focused on Iran tensions and a major Supreme Court ruling on tariffs.

History suggests geopolitics can spark volatility, but earnings often matter more. With profits up 13% year over year, the fundamentals remain supportive.

Our latest Market Commentary breaks down what the IEEPA decision means for tariffs, margins, and stocks from here:

Market Commentary: Supreme Court IEEPA Decision and Tensions in the Middle East - Collective Advisors Learn more about how the S&P 500 climbed more than 1% in a holiday-shortened week despite rising worries that the US could strike Iran at any moment.

Fiscal and monetary policy are expected to play a major role in shaping markets in 2026. From higher deficits and tax-driven spending to inflation uncertainty and actions by the Federal Reserve, these forces could create both tailwinds and risks for investors.

This overview breaks down what to watch in the year ahead:

Fiscal and Monetary Policy in 2026 | Carson Wealth Learn how fiscal and monetary policy in 2026 could create tailwinds or risks for investors, and get guidance from Carson Wealth.

Markets finished 2025 on a strong note, but that doesn’t mean the year ahead will be straightforward.

As 2026 begins, investors are weighing questions around AI spending, the durability of this bull market, and what to expect from the Federal Reserve, with volatility still very much part of the picture.

This on-demand webinar walks through those themes and the broader market context as the year gets underway. Watch now:

Outlook ’26 Webinar: Riding the Wave - Collective Advisors The markets finished 2025 on a strong note, but questions and potential headwinds exist as we head into 2026.

The market is off to a solid start in 2026, but the headline gains don’t tell the full story.

Market participation is broadening beyond last year’s leaders, leadership is rotating, and inflation data remains uneven beneath the surface. With earnings season underway, the next few weeks may offer clearer signals on whether this rally has staying power.

Here’s how we’re thinking about what’s driving markets right now:

Market Commentary: January Off to a Good Start as the Rally Broadens Out - Collective Advisors Learn more about how last week, the Carson Investment Research Team released our Market Outlook 2026: Riding the Wave

If managing money were only about picking investments, most people wouldn’t look for advice.

The harder part is staying disciplined through volatility, coordinating decisions across taxes and estate planning, and adjusting as goals change.

That’s where financial advice earns its value.

This article breaks down five benefits that explain why many people choose to work with an advisor.

5 Benefits of Working with a Financial Advisor | Collective Advisors Should you work with a financial advisor? We’ll show you the benefits of financial advice. Learn more about how a financial advisor can help you pursue your goals.