January 2026

2026 is off to a roaring start. As we all know by now big headlines cause big wobbles in markets. Just as 2025 was peppered with market fluctuations, it appears 2026 is following suit. In April 2025 the low point of the S&P was 5,062 and the high mark of 2025 was 6,858 on the last day of December. 

We can and do call that market fluctuation, and it will continue. We are moving further into a K-Shaped economy, where the economic divide between higher-income and lower-income Americans grows further apart. Weather for many parts of the country and world have been unstable with record hot and cold temperatures being recorded. Violence is running rampant. Political divides are deepening. As a world we are more dependent on our screens and algorithms are shaping our thoughts. This is another year of change and fluctuations.

Not all changes are bad, reflect on the good times and events that happened in 2025. Let’s resolve to keep doing those things that bring joy in 2026. If you need some ideas, take a look at our updated Things to Try in 2026. And remember “He or she who has the most fun in life wins!”

Our great news for 2026, McKay Atkin has rejoined our team. Welcome back McKay! 
You can reach her at McKay@trunorthinvest.com

Schwab tax forms will be available beginning January 30 with forms being added through the end of February. These forms will be available in your online Schwab portal and mailed to you.

The Team at TruNorth