Join Brett Hina, Dan Lesnesky, and special guest Meera Pandit from JP Morgan for a fast-paced breakdown of the market’s hottest topics and investor questions for February 2026. Get clear insights on AI, market trends, Fed policy, and more in this concise episode.

Here’s what you’ll learn:

- Why the current AI boom is different from the dot-com bubble

- Key market shifts: small cap value outperforming large cap growth, and what that means for your portfolio

- The latest on Federal Reserve leadership changes and interest rate expectations

- Updates on international investing and the rise of gold and silver

- The main risks and opportunities for investors to watch in 2026

Hit play for actionable answers and straightforward market analysis.

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Check out the YouTube page for the video version: https://www.youtube.com/channel/UCsfr4JFsdyNAYAR2BAQsWbA

Learn more about Cornerstone Private Wealth at cornerstonepw.com

Got a question or an idea for a future episode? Contact us at info@cornerstonepw.com

Follow us on LinkedIn @cornerstonepw

Kick off 2026 with Cornerstone’s first podcast of the year as Brett and Dan review the wild events of 2025 and look ahead to what’s driving the markets in the new year. Get a straight-to-the-point recap of reports, predictions, and the key issues shaping your investments.

• Major economic trends and surprises from 2025, including US government actions and global market shifts
• The impact of the Trump administration, tariffs, and record-setting government deficits
• Analysis of earnings growth, Fed policy changes, and what to expect with the new Fed chair
• The continued rise of AI spending and its effects on market performance and productivity
• Practical investment strategies for 2026: diversification, rebalancing, and why trading the headlines rarely works

Don’t miss this matter-of-fact breakdown to help guide your portfolio through another unpredictable year.

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Check out the YouTube page for the video version: https://www.youtube.com/channel/UCsfr4JFsdyNAYAR2BAQsWbA

Learn more about Cornerstone Private Wealth at cornerstonepw.com

Got a question or an idea for a future episode? Contact us at info@cornerstonepw.com

Follow us on LinkedIn @cornerstonepw

Get up to speed on the latest trends and insights from the Cornerstone Private Wealth podcast. Brett Hina and Daniel J. Lesneski break down what’s moving the markets as the year comes to a close, and what investors should keep an eye on.

• The impact and recent developments in algorithmic and AI-driven trading, including flash crashes and market volatility
• Key takeaways from November's market performance and what led to swings in major indexes like the NASDAQ and S&P 500
• Updates on the Federal Reserve’s rate decisions and what possible policy moves could mean for you
• Important year-end tax planning strategies, including tax loss harvesting, RMDs, charitable giving, and new legislation changes
• Market trends to watch for 2024, including small cap performance, international equities, and the evolving role of tech in portfolios

Stay informed with Cornerstone's clear, actionable insights for your financial future.

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Check out the YouTube page for the video version: https://www.youtube.com/channel/UCsfr4JFsdyNAYAR2BAQsWbA

Learn more about Cornerstone Private Wealth at cornerstonepw.com

Got a question or an idea for a future episode? Contact us at info@cornerstonepw.com

Follow us on LinkedIn @cornerstonepw