Is AI a bubble? What is the best way to navigate all the current market speculation? Diversification, staying focused on your objectives, and staying invested is the course of action for 2026.
What is our 2026 Market Outlook?
The seemingly endless flow of news is getting harder to digest, making investment decisions more difficult. This is a great opportunity to get our take on what is actually important for you to consider when planning for your financial future. Glean helpful insights from our ProVise Investment Committee members Eric Ebbert, CEO, and Daniel Mannix, Senior Portfolio Manager. Our Executive Vice President Shane O’Hara will moderate the discussion.
Here’s What’s We Discuss:
2025 Recap: Review 2025 performance and discuss the factors that drove another strong year for markets.
2026 Market Outlook: Get a read on this year’s investment climate. Where do markets and the economy go from here?
About the Speakers
Eric R. Ebbert, CFP®, MBA
Principal, CEO
Eric joined ProVise in 2000 after five years managing the financial assets of a Tampa entrepreneur and his family. He has experience in estate planning and charitable giving as well as managing equity and fixed income investment portfolios. A CERTIFIED FINANCIAL PLANNER® professional, Eric also earned a Master’s in Business Administration from Duke University’s Fuqua School of Business and a BA in Economics from Hamilton College.
Daniel Mannix, CFA®
Senior Portfolio Manager
Daniel joined ProVise with over 10 years of experience across various financial markets. He holds the Chartered Financial Analyst™ (CFA) designation as well as Series 7, 63, 86, and 87 FINRA securities licenses. He has a Bachelor’s of Science in Finance degree from the University of South Florida.
2026 Market Outlook Webinar
Webinar key takeaways:
Is AI a bubble? What is the best way to navigate all the current market speculation? Diversification, staying focused on your objectives, and staying invested is the course of action for 2026.
What is our 2026 Market Outlook?
The seemingly endless flow of news is getting harder to digest, making investment decisions more difficult. This is a great opportunity to get our take on what is actually important for you to consider when planning for your financial future. Glean helpful insights from our ProVise Investment Committee members Eric Ebbert, CEO, and Daniel Mannix, Senior Portfolio Manager. Our Executive Vice President Shane O’Hara will moderate the discussion.
Here’s What’s We Discuss:
About the Speakers
Explore More of Our Webinars
40 Years of Financial Planning with Founder Ray Ferrara
Understanding Medicare: What You Need to Know Before Enrolling
Social Security and Retirement: What You Need to Know Before You Claim
Talk with a ProVise Advisor
Start the conversation and see how our CFP® professionals can help guide your financial future.