Markets have continued to move higher, supported in part by resilient corporate earnings and continued enthusiasm around artificial intelligence. But even in a market with real fundamental strength, an important question remains: are current valuations still grounded in reality?

With so much attention on earnings, AI, and market momentum, it can be difficult to separate what is meaningful from what is simply driving headlines. Our goal in this webinar is to offer a measured perspective on the current environment and help investors think more clearly about what may matter most going forward.

Join Tim Egart and Damaris Gingerich for a timely conversation on the tension between strong earnings, elevated expectations, and a market environment that may be pricing in more than the numbers alone support. Together, they will explore what is driving sentiment, where optimism may be justified, and where investors should remain thoughtful.

During this one-hour webinar, we’ll discuss:

• What recent earnings results are telling us about the health of corporate America
• How AI enthusiasm is influencing market leadership and investor sentiment
• Whether today’s valuations are supported by fundamentals or stretched by expectations
• The risks of narrow market concentration
• What investors should watch as the year continues to unfold
• How to think about positioning portfolios when markets and sentiment feel disconnected

Bring your questions, Tim and Damaris will conclude with a live Q&A.

Register today to secure your spot!