Markets, Tax Legislation, and Geopolitical Turmoil – A Mid-Year Look and the Path Forward

Tariffs. Looming tax changes. Rising geopolitical tensions. Elevated interest rates. And yet… the markets are at all-time highs? What’s really going on?

As we enter the second half of 2025, investors face a complex landscape — full of uncertainty, but also opportunity. Will the market’s surprising momentum continue? How could potential tax legislation reshape your planning? Is now the time to adjust your retirement strategy?

Join us for a timely, no-nonsense webinar where we’ll cut through the noise and provide:

• A clear-eyed take on market trends and economic indicators
• Insights into proposed tax law changes and what they mean for you
• Practical guidance on navigating the months ahead with confidence

You’ll walk away with clear, actionable ideas to help you think strategically about your portfolio, your plan, and your next steps.

*This webinar has passed

Watch the recording below: