In this week’s episode of The SA Update, Mike sits down with Maria Katsileros of Aristotle Capital Boston LLC to explore the economic outlook for 2026. Together, they discuss how AI-driven trends are influencing GDP growth, reshaping the labor market, and redefining business strategies for the year ahead. This episode highlights the key forces that will impact markets and organizations as we move into a new era of innovation and regulation.

These are the opinions of Mike Schuster of Schuster Anderson Wealth Advisors and Maria Katsileros of Aristotle Capital Boston LLC and not necessarily those of Cambridge, are for informational purposes only, and should not be construed or acted upon as individualized investment advice. Cambridge, Schuster Anderson Wealth Advisors, and Aristotle Capital Boston LLC are not affiliated.

0:40 Maria Introduction

2:00 The Big Picture of 2026

4:30 AI Insights: The Labor Market and GDP

5:23 The Bane Study and Companies' AI Spending

7:20 The Shortfall of Revenue of AI Investment

9:20 Small Business and Regulation Cuts

11:49 What happens if Trump's tariffs get Struck Down by the Supreme Court?

16:37 What are Maria’s Favorite Podcasts Currently?

18:05 Conclusion

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In this week’s episode of The SA Update, Mike talks to Fritz Folts from 3EDGE Asset Management to unpack why gold remains a strategic overweight, key investment themes for 2026, and the risks that keep experts up at night. Plus, gain clarity on the Yen carry trade, crypto market concerns, and Fritz’s top resources for staying ahead.

Disclosure: This content is provided for educational purposes only and should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions.

0:35 Fritz Introduction

1:00 3Edge Introduction to Schuster Anderson Wealth Advisors

1:57 The Overweight of Gold and Why

3:27 The Current Portfolio Position of Gold

4:49 What are Themes to Look at for 2026?

6:35 What Keeps Fritz Up at Night?

8:35 The Yen Carry Trade: Explained

10:05 The Concern of Accident in Crypto

12:10 Fritz Podcast “View From The Edge”

13:05 Fritz Go-To Podcast

14:00 Conclusion

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As 2025 comes to a close, it’s the perfect time to review key financial deadlines and set intentions for the year ahead. In this episode, Mike chats with Paige Wood to walk through important year-end reminders, including charitable giving deadlines, Required Minimum Distributions (RMDs), and Qualified Charitable Distributions. They also dive into what collaboration looks like at Schuster Anderson and hear Paige’s personal New Year’s resolution.

Whether you’re planning your charitable contributions or preparing for a fresh start, this episode offers practical tips and inspiration to finish strong and start the new year with confidence.

0:38 Paige Introduction

1:05 Year-End Reminders

1:26 Charitable Giving and Deadline

1:43 Required Minimum Distribution (RMD) Deadlines

2:10 Qualified Charitable Distribution Deadlines

2:45 Collaboration: What That Looks Like Here at Schuster Anderson

4:22 Paige’s New Year's Resolution

5:04 Conclusion

Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content!

🔗 Learn More: schusteranderson.com