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We hope you had a wonderful holiday season and were able to enjoy some quality time with friends and family. As we begin the new year, we wanted to share a brief update on how markets finished the fourth quarter, reflect on the strong results from 2025, and outline our outlook for the year ahead.
We have some exciting news to share with you. After much thought and reflection, Baun & Pate Investment Group has a new name: Aspire Wealth Partners.
Congratulations to Baun & Pate Investment Group for being recognized as a 5-Star Advisory Team with Wealth Professional Canada Magazine.
History does not move in straight lines. Markets ricochet between excess and restraint in violent cycles, a truth American economist Peter Bernstein hammered home and one investors are again being forced to relearn. The foundation for the 2026 investment thesis is that with interest payments on U.S. debt now exceeding annual defense spending, the fiscal constraint has become too binding to ignore, and structural adjustment is no longer optional. We have no choice but to adjust; the system is in a state of flux.
The holiday season is all about giving, and at Aspire Wealth Partners, we are thrilled
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