BlackRock and Goldman just made the same massive call on US economy — with 1 powerful force fueling America
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Two of the most powerful figures on Wall Street are looking past today’s geopolitical turmoil — and betting that one enormous force will keep pushing America forward.
Larry Fink, the CEO of BlackRock (NYSE: BLK), said he is “very bullish” on financial markets over the next year, arguing that the technological revolution sweeping through corporate America could boost profit margins across a growing number of industries.
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“I’m very bullish on the markets over the next 12 months,” Fink told CNBC (1). “I think the technological revolution is going to power better margins for more companies.”
Fink pointed to his own firm as an example.
BlackRock’s margins increased by 260 basis points over the previous 12 months, he said, with much of that improvement coming from the company’s growing use of technology.
Goldman Sachs (NYSE: GS) CEO David Solomon delivered a similarly optimistic message in an interview with Fox News.
“The U.S. economy is in pretty good shape,” Solomon said (2), while acknowledging that businesses and investors are operating in a complex environment.
Geopolitical tensions unfolding around the world remain difficult to ignore. Solomon specifically pointed to the conflict in the Middle East and America’s complicated relationship with China.
But once he steps back from those immediate concerns, his long-term view of the country becomes decisively bullish.
“We have this technology supercycle that’s driving change in business and business activities… I’m a huge optimist on the U.S., with a three-, five-, seven-year view. ” he said.
“I think there are enormously compelling characteristics of our economy: capital formation, entrepreneurship and all the tech innovation going on. We’re at the center of accelerating all of that right now and that’s definitely an engine for real productivity gains in the coming years. The economy is solid.”
Taken together, the two CEOs are making a remarkably similar call.
Fink believes technology can expand corporate margins and support markets over the next 12 months. Solomon believes the same technological supercycle can lift American productivity over a much longer horizon.
If you share that optimism, here’s a look at a few simple ways to position yourself for America’s growth in 2026 — and beyond.
Ride America’s next growth wave
One straightforward way to participate in America’s technological and economic growth is through the stock market.
The largest U.S. companies are spending aggressively on artificial intelligence, data centers, automation and other technologies designed to make their operations faster and more profitable.
Over the past five years, the S&P 500 — which tracks the largest companies in the U.S. — has surged by about 69%.
For long-term investors, the lesson is not necessarily to chase whichever stock has already risen the most.
A diversified portfolio can spread money across hundreds or even thousands of companies, limiting the damage that one failed bet can cause. Regular contributions also allow investors to buy through both strong markets and downturns rather than trying to predict every peak and bottom.
The idea is to take a set-it-and-forget-it approach rather than watching every market move throughout the day.
If you prefer a hands-off, tech-forward approach to building wealth, Vanguard’s Digital Advisor puts the investing expertise of one of the world’s largest asset managers right at your fingertips.
It takes the guesswork out of investing by building a personalized portfolio for you using Vanguard’s well-known low-cost ETFs and mutual funds — then keeps things running smoothly with automatic rebalancing.
The platform also offers guidance on saving for retirement and lets you set additional goals as your life evolves.
It can even help you think through debt repayment strategies, potentially freeing up more cash to invest toward your long-term plans.
With a minimum investment of just $100, it’s an easy way to get started with professionally guided investing.
For every $10,000 in an all-index portfolio, you’ll pay approximately $15 to $16 per year.*
You can even test-drive the Vanguard experience with no advisory fees for the first 90 days.
*All investing is subject to risk, including the possible loss of the money you invest.
For investors with larger portfolios, financial decisions can become increasingly nuanced. Managing withdrawals, minimizing tax exposure and ensuring long-term sustainability often requires greater coordination and strategic planning.
In these cases, working with a financial advisor can help reduce costly mistakes.
If you have a portfolio of $250,000 or more, platforms like WiserAdvisor can connect you with vetted professionals who specialize in this kind of planning.
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Simply answer a few questions about your savings, retirement timeline and overall investment portfolio.
From there, WiserAdvisor reviews its network to match you — for free — with up to three vetted, reputable advisors aligned with your specific needs.
You can then schedule no-obligation consultations with your matches to determine who is the best fit for your long-term goals.
WiserAdvisor is a matching service and does not provide financial advice directly. All matched advisors are third parties and specific financial results are not guaranteed.
Build wealth through US real estate
Beyond equities, real estate has long been another cornerstone of wealth-building in America.
In fact, investing legend Warren Buffett has often pointed to real estate when explaining what a productive, income-generating asset looks like. In 2022, Buffett stated (3) that if you offered him “1% of all the apartment houses in the country” for $25 billion, he would “write you a check.”
Why? Because regardless of what’s happening in the broader economy, people still need a place to live and apartments can consistently produce rent money.
Real estate also offers a built-in hedge against inflation. When inflation rises, property values often increase as well, reflecting the higher costs of materials, labor and land. At the same time, rental income tends to go up, providing landlords with a revenue stream that adjusts with inflation.
Of course, you don’t need $25 billion — or even to buy a single property outright — to invest in real estate. Mogul, and similar crowdfunding platforms, offer an easier way to get exposure to this income-generating asset class.
As a real estate investment platform offering fractional ownership in blue-chip rental properties, this option gives investors monthly rental income, real-time appreciation and tax benefits — without the need for a hefty down payment or 3 a.m. tenant calls.
Founded by former Goldman Sachs real estate investors, the team hand-picks the top 1% of single-family rental homes nationwide for you. In other words, you gain access to institutional-quality offerings for a fraction of the usual cost.
Each property undergoes a rigorous vetting process, requiring a minimum 12% return even in downside scenarios. Across the board, the platform features an average annual IRR of 18.8%. Offerings often sell out in under three hours, with investments typically ranging between $15,000 and $40,000 per property.
Sign up for an account and browse available properties here to start investing today.
Another option is Lightstone DIRECT, which gives accredited investors access to single-asset multifamily and industrial deals.
Lightstone DIRECT’s direct-to-investor model ensures a high degree of alignment between individual investors and a vertically integrated, institutional owner-operator — a sophisticated and streamlined option for individual investors looking to diversify into private-market real estate.
With Lightstone DIRECT, accredited individuals can access the same multifamily and industrial assets Lightstone pursues with its own capital, with minimum investments starting at $100,000.
Protect against what could go wrong
Fink and Solomon may be bullish, but neither is suggesting the road ahead will be perfectly smooth.
Solomon acknowledged that there are areas of the economy that are “grinding” and pointed to the conflict in the Middle East as a headwind.
The technology boom carries risks of its own. Expectations surrounding AI and automation are already sky-high and investor enthusiasm can push asset prices well ahead of underlying results.
That is why diversification still matters — and why gold often enters the conversation.
Gold has long been viewed as a hedge during periods of inflation, financial stress and geopolitical uncertainty. Unlike fiat currency, its supply cannot simply be expanded at the push of a button.
For investors who believe America’s technology boom will continue but still want protection against war, inflation, excessive government debt or a sudden market reversal, gold can serve as a counterweight to stocks and other growth-sensitive assets.
That protection has also delivered substantial gains: Over the past five years, the price of gold has more than doubled.
Some experts see further potential. JPMorgan CEO Jamie Dimon has said that in this environment, gold can “easily” rise to $10,000 an ounce.
One way to invest in gold that can also provide significant tax advantages is to open a gold IRA with the help of Goldco.
Gold IRAs allow investors to hold physical gold or gold-related assets within a retirement account, thereby combining the tax advantages of an IRA with the protective benefits of investing in gold, making it a compelling potential option for those wanting to ensure their retirement funds are diversified during rough economic times.
Goldco offers free shipping and access to a library of retirement resources. Plus, the company will match up to 10% of qualified purchases in free silver.
If you’re curious whether this is the right investment to diversify your portfolio, you can download your free gold and silver information guide today.
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