EP 127 | S&P Targets for 2026 and the All-Weather Portfolio

On this week’s “Investing Simplified,” Matt Sudol and Matt Mai discussed the dynamics of the current investment landscape as the year draws to a close. With the S&P 500 and other major indices delivering strong returns in recent years, the hosts encouraged listeners not to become complacent and to remain mindful of market volatility and the potential for unexpected events. They analyzed a wide spectrum of 2026 market predictions from major financial institutions, cautioning that while optimism persists, it’s vital to maintain a long-term perspective, diversify holdings, and ensure investment portfolios are built to weather both smooth and stormy markets.

The episode also addressed critical aspects of retirement, tax, and estate planning. Matt Sudol and Matt Mai emphasized the importance of managing debt, planning for sources of income, and regularly updating beneficiary designations—especially after major life events.


Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That’s why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you’re a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation