Webinars & Market Updates

See you there!

Missed the live presentation? You can still access this timely and informative discussion featuring Lincoln Investment Chief Investment Officer, Shashi Mehrotra.

In this engaging market update, Shashi shares valuable insights on the factors shaping today's investment landscape and discusses what investors may want to watch moving forward. Topics include:

• The historical impact of geopolitical events on financial markets
• How media narratives compare to the underlying economic and market data
• The fundamental and technical factors influencing market direction
• Key considerations for investors navigating today's environment

Whether you're a seasoned investor or simply looking for a better understanding of current market conditions, this replay offers perspective and context to help you stay informed.

Access the replay using the link below.

We hope you find this presentation valuable and informative. As always, if you have any questions about how current market conditions may affect your financial plan, please feel free to contact our office.

Market Update Webinar Replay — February 4, 2026

Chief Investment Officer Shashi Mehrotra hosted his quarterly market update and live Q&A discussion, Expectations for 2026. During this session, Shashi shared timely insights on the current market environment and what investors may expect moving forward.

During the webinar, Shashi covered:

- Expectations for 2026
- Valuation and crowd sentiment concerns
- A continued bullish outlook, with important short- and         intermediate-term caveats

This webinar provided valuable perspective from one of the industry’s most dynamic voices.

If you have any questions after viewing the replay or would like to discuss how these insights may apply to your financial plan, please feel free to contact our office.

Missed the live session? You can now watch the replay of our Q3 2025 Market and Economic Update with Shashi Mehrotra, Chief Investment Strategist at Lincoln Investment.

Here’s a quick look at what he covers:

• Will new tariffs lead to more inflation?

• What does the “Big Beautiful Bill” mean for the economy?

• Could anything derail the stock market’s momentum in the second half of the year?

This is an informative and engaging session you won’t want to miss.

Use the link below to watch the webinar replay from August 6, 2025.

In today’s digital world, online scams are becoming more sophisticated—often targeting individuals based on age, lifestyle, or major life events. These tactics are highly personalized, making anyone a potential target.

If you missed our live webinar on July 9, you can now watch the full recording below. In this session, we cover practical tips and straightforward steps to help you recognize and prevent common scams before they impact you or your loved ones.

Whether you're managing your own finances or looking out for someone else, this webinar will give you the tools and awareness to stay protected in a rapidly evolving digital landscape.

Our business is built on a foundation of thoughtful client relationships.

What’s really going on in the economy, and what lies ahead? 

• Will recent market volatility persist?

• Are trade negotiations and tariffs equity killers?

Use the link below to watch the webinar replay from May 7.

Market Update by Shashi Mehrotra, CFA

Give the COVID War a Chance: January 2021 Market Commentary