Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath Financial and JWC/JWCA are unaffiliated entities
Episodes
7 days ago
7 days ago
Join us this week as we discuss key factors impacting financial markets and the economy in 2025. We cover topics like tariffs, tax changes, inflation, interest rates, and the federal deficit. This episode features excerpts from our recent market update webinar, including insights on investment policy statements, market expectations, and corporate earnings growth. Stay informed about the latest in financial planning and explore how these factors could shape your investment strategy.
Disclaimer: We do reference some charts in this conversation that might serve as a good visual aide. If you'd like to see those as well, please visit this YouTube link!
- 00:55 Market and Economic Update for 2025
- 01:51 Investment Policy and Market Expectations
- 10:41 Inflation and Interest Rates Discussion
- 20:45 Tax Policy Changes and Federal Deficit
- 33:02 Conclusion and Upcoming Resources
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