2025 Q4 Quarterly Market Update and Important Financial Considerations
Автор: Councilor, Buchanan & Mitchell (CBM)
Загружено: 2025-10-29
Просмотров: 135
From the Government shutdown to lasting tariff concerns, it's important to stay in touch with what is happening in the market and how it may impact your future. May Barnhard Investment's Director and CIO, Gregory Estes, CFA, and Client Investment Advisor, Drew Culver, CFP®, look at all timely federal policy developments, currency and gold fluctuations, market volatility and more, to keep you informed for the last quarter of the year.
Schedule a free Wealth Management consultation with any one of our experienced financial professionals:
https://maybarnhardinvestments.com/co...
00:00 - Intro & Disclaimer
01:16 - Discussion Overview
03:01 - Current Market Outlook
03:01 - The Government Shutdown
03:59 - Overview of 2025 Market
05:17 - Federal Reserve Dual Mandate
07:44 - Target Fed Fund Rates: End of Year 2025
08:54 - Q3 Estimate: GDPNow
10:18 - Economy Steady in H2
11:56 - Inflation Moderated, but Tariff Concerns Remain
13:55 - Two Charts on Gold
16:46 - A Word on Currency
20:24 - Equities in 2025
22:41 - Volatility Returns
24:13 - Corporate Earnings Growth for CY 2025
29:20 - Asset Quilt
30:32 - Stocks and Bonds
32:13 - Morningstar Style Boxes
32:52 - Growth vs Value: Growth is Expensive (Again)
33:45 - Magnificent 7 vs Other 493
35:04 - Size Comparison: Small/Mids Overlooked?
36:05 - S&P 500 Annual Returns and Intra-Year Declines
38:32: Fixed Income Returns
39:24: End of Year Reminders
40:35: Q & A
Questions answered:
Do you believe the market will have a correction in the new year?
What's the projection for the future value of the US dollar?
How do I navigate RMDs and minimize tax when selling assets in retirement?
Are you aware of any ETFs specializing in crypto currency stable coins?
Is consumer debt a sign the economy is not as strong as reported?
Should gold be used as a diversifier in a portfolio?
If the revenue garnered by tariffs is used to pay down the national debt, would that lead to lower interest rates?
Predictions about capital gains tax in the next 4 years?
Thoughts on the Municipal Bond Market?
What are your thoughts on the housing market and is now a good time to sell my primary residence?
What's the general impact of tariffs on the economy?
Are you anticipating stagflation or deflation in Q1 or Q2?
May Barnhard Investments, LLC is a fee-only financial services firm grounded in a holistic approach to managing your finances. Office locations: https://maybarnhardinvestments.com/co...
Ask your personal finance questions: https://maybarnhardinvestments.com/co...
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IMPORTANT DISCLOSURES:
• This material is for information purposes only and is not intended as tax, legal, or investment recommendations.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
CFA - Chartered Financial Analyst is a professional designation offered by the CFA Institute, an organization that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis. To become a charter holder, candidates must pass three exams, hold a bachelors degree, and complete at least 4,000 hours of relevant professional experience over a minimum of three years.
CFP® - CERTIFIED FINANCIAL PLANNER® is a professional designation offered by the CFP Board. Candidates have a two-part education requirement includes both completing coursework on financial planning through a CFP Board Registered Program, and holding a bachelor's degree or higher (in any discipline) from an accredited college or university.
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