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“How Do You Know What You Have is Enough?”

Wealth Challenges of Sports & Entertainment Figures

Leaving a Value-Driven Inheritance

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Driving Directions

FROM THE

PROSPERITY PARTNERS BLOG

Markets Rotate: What’s Driving the Shift; Plus, the Dow Crosses a Milestone

After leading markets for much of the past two years, AI, tech stocks, and software specifically, are losing leadership in early 2026, as investors rotate capital toward other sectors, including energy, industrials, and defensive sectors.

January Barometer Flashes Green, a Sleepy Fed Gathering

The so-called January Barometer holds that the market’s performance in January—measured by the S&P 500 Index—tends to foreshadow how stocks will perform during the year. Since 1970, January finished higher 33 times and fell 23 times, excluding this month’s increase of 1.37% (MarketWatch data, excludes reinvested dividends).

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Advisory Services offered through FDP Wealth Management, LLC, a state Registered Investment Adviser and Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc., Member FINRA/SIPC. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 800.765.5201 Prosperity Partners and FDP Wealth Management, LLC are separate entities from ValMark Securities, Inc. and Valmark Advisers, Inc. Prosperity Partners, FDP Wealth Management, LLC, ValMark Securities, Inc., Valmark Advisers Inc., and their representatives do not offer tax advice. You should consult your tax professional regarding your individual circumstances. Indices are unmanaged and cannot be invested directly in. Past performance is not a guarantee of future results.