In this recorded webinar, the Council Bluffs, Iowa team shares their 2026 market outlook, reflecting on key themes from 2025 and discussing how diversified portfolio construction, long-term discipline, and thoughtful risk management factor into the year ahead.
The discussion covers market performance, volatility, inflation, fixed income, equity concentration, real estate, and portfolio rebalancing, all framed through a long-term planning perspective.
The conversation is led by the local Council Bluffs team and supported by insights from Waverly Advisors’ Investment Committee, highlighting how local relationships are enhanced by firmwide investment resources.
Featured speakers include:
- Dave Piatkowski, RICP®, Partner, Wealth Advisor
- Ron Dickinson, CFP®, CPA, MPA Tax, Partner, Wealth Advisor
- Bradley J. Rathe, Partner, Senior Director of Portfolio Management
Bradley Rathe joins the discussion as a member of Waverly Advisors’ Investment Committee, offering additional perspective on portfolio strategy and market conditions. While not part of the Council Bluffs office, his role reflects the collaborative structure supporting teams across the firm.
For important disclosures, please visit:
https://waverly-advisors.com/otherimportantdisclosure
Video recorded on: Wednesday, January 28, 2026
The charts in the presentation have been provided by J.P. Morgan and YCharts.
To Reach Dave Piatkowski, RICP®, Financial Planner, Partner, Wealth Advisor:
Email: [email protected]
Phone: 712-256-4729
To Reach Ron Dickinson, CFP®, CPA, MPA Tax, Partner, Wealth Advisor:
Email: [email protected]
Phone: 712-217-8292
Waverly Advisors’ Council Bluffs, IA
Office: https://waverly-advisors.com/offices/council-bluffs-ia/
535 W. Broadway,
Suite 301
Council Bluffs, IA
51503
Music Credit:
Song: Olif — Be Yourself
Music provided by Vlog No Copyright Music.
Video Link: https://bit.ly/3u2ON9O
