This Investment Review and Outlook examines the forces shaping markets as we head into 2026, including elevated valuations, shifting interest rates, and the growing influence of artificial intelligence. While return expectations have moderated, opportunities remain across high-quality fixed income, select global equities, and alternatives. With portfolios largely well positioned, the year ahead favors disciplined risk management, measured exposure to AI, and thoughtful adjustments rather than sweeping change.
Ben Hockema joined the Legal Helm podcast to talk about how law firm owners can take control of their numbers, build real profitability, and create businesses that support their lives—not run them. A candid, practical conversation about money, mindset, and building with intention.
