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2026 Q1 Fiduciary Perspective

Our Q1 Fiduciary Perspective includes our 2026 Market Outlook: Opportunity, Dispersion, and Policy Crosscurrents, Can I Count on Social Security in Retirement?, a recap of our News & Notes, and a letter from our President & CEO, Austin Shapard.

In the Q1 2026 edition of Fiduciary Perspective, we cover the following topics:

  • 2026 Market Outlook: Opportunity, Dispersion, and Policy Crosscurrents
  • Can I Count on Social Security in Retirement?
  • News & Notes
  • A Letter From our President & CEO

Most of the articles are available individually on our website. Click below to view a pdf version of Fiduciary Perspective.

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The opinions expressed in this publication are as of the date issued and subject to change at any time. Nothing contained herein is intended to constitute legal, tax or accounting advice and clients should discuss any proposed arrangement or transaction with their legal or tax advisors.

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