2025 Investment Outlook
Glassman Wealth is a full-service, fee-only fiduciary providing highly personalized investment advice, financial planning, and wealth management. With one of the lowest client-to-advisor ratios in the industry, Glassman Wealth’s team of engaged, innovative advisors has the time to focus on each client’s unique needs and goals and dreams. This personalized and sophisticated approach enables Glassman Wealth to serve each client as their dedicated financial steward, helping them not simply to achieve their financial goals, but to realize their dreams.
Glassman Wealth recently hosted Paul Courtney and Aaron Dirlam from SpringTide Partners, our external research firm. While they provide essential support with investment due diligence, their true value lies in helping us navigate the complexities of today’s markets and develop strategies that position your portfolio for the road ahead.
We covered key economic themes to watch in 2025 and beyond, the impact of government deficits and upcoming policies on your portfolio, how shifts in interest rates could affect your retirement income, and how we are positioning portfolios to handle new challenges and opportunities.
Topics in our discussion included:
- The Actual Trump Trade
- Fed’s Party Like 1999
- Glassman Wealth Fixed Income Positioning
- The Housing Conundrum
- Stocks: Magnificent 7 vs. The Market: A Possible Shift?
- Small Companies: Valuation Looks Strong, But Profitability Will Be Key
- International/Emerging Markets: Poised…
- Obvious Political Trades
- Bitcoin: Currency or Collectible?
For more insight and full details, watch our full presentation here:
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