Markets are shifting fast, and the rules that worked yesterday won’t necessarily hold up tomorrow.

In Season 6, Episode 9 (EP. 131) of the What Dewey Do? Podcast, the 2026 investing playbook takes center stage. The focus is on what still works, what deserves a second look, and what may no longer belong in a modern portfolio. Key themes include the second wave of AI infrastructure, the rotation beyond the Magnificent Seven, global opportunities outside the U.S., bonds making a real comeback through active management, and where private credit and private equity may fit for qualified investors.

The goal is simple: help listeners position capital with intention instead of reacting to headlines.

Press play, take notes, and start shaping a smarter game plan for 2026, one move at a time. Tune in NOW!

Quotes:

- Dewey Steffen: "Private credit can be a powerful fixed-income tool, but it comes with liquidity and risk considerations."

- Dewey Steffen: "Private equity isn’t for everyone, but established revenue-generating businesses can offer compelling growth.”

- Dewey Steffen: "Smart investors focus on what matters, ignore the noise, and position their money intentionally."

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Thanks for watching! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us) and executively produced by Evry Media (https://www.evry.media.com) and Broadcast Your Authority (https://www.BroadcastYourAuthority.com).

Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207.

Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.

Investing Playbook 2026: Power Moves For Smart Investors