Blog — Heritage Wealth Management

Winter 2026 Market Perspectives

January 5, 2026 Market Perspectives

In Brett Carleton's Winter 2026 Market Perspectives, he looks back at a strong 2025 for both U.S. and international stocks—despite tariff uncertainty and geopolitical headlines. He highlights how AI-driven investment and solid corporate earnings helped power market momentum. Brett also breaks down key economic trends shaping the outlook, including lower oil prices, softer housing, easing inflation pressures, and Fed rate cuts. Looking ahead, he shares what could drive volatility in 2026—and why staying diversified and disciplined matters more than reacting to headlines.

Fall 2025 Market Perspectives

October 1, 2025 Market Perspectives

This quarter reminded us why planning beats headlines. With the One Big Beautiful Bill (OBBBA) extending key tax rules, a September rate cut from the Fed, and inflation easing, investors got a clearer runway—and a lot of noise. For retirees 65+, higher standard deductions open new planning opportunities, including smarter Roth conversion timing. Below, Brett unpack what changed, why it matters.

Summer 2025 Market Perspectives

July 2, 2025 Market Perspectives

This past quarter proved why long-term discipline matters. Despite headline-driven volatility—from tariffs and inflation to global tensions—markets rebounded strongly for those who stayed invested. As we enter the second half of 2025, Heritage remains focused on long-term planning and urge clients to avoid getting caught up in daily headlines. Enjoy the summer—your financial plan is built to weather the noise.

Spring 2025 Market Perspectives with Brett Carleton

March 24, 2025 Market Perspectives

Brett Carleton, CFP®, ChFC® from Heritage Wealth Management discusses the current market trends, including the pullback in major stocks and the impact of political and economic news. He highlights the importance of long-term investment strategies and encourages viewers to focus on the fundamentals.

Winter 2025 Market Perspectives with Brett Carleton

January 7, 2025 Market Perspectives

Kick off 2025 with expert insights from Brett Carleton, CFP®, ChFC, in the Winter 2025 Market Perspectives. Discover how the Federal Reserve's rate changes, U.S. market resilience, and evolving tax policies are shaping the economic outlook. Stay ahead in a dynamic financial landscape with strategies tailored to navigate uncertainty and seize opportunities.