Bear Markets, Tax Bills, and A.I. (Oh MY!) + Special Guests
The Market Insights Broadcast
<p><strong>September is historically the market’s toughest month, but will 2025 follow the same path?</strong> With tariffs, tax reform, and shifting Fed expectations dominating the headlines, investors are asking: is the rally built on solid ground or just noise?</p>
<p>In this week’s Market Insights, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC® (CEO), and Chris Arends, CFA®, CMT®, CAIA® (CIO) are joined by special guests and fellow Gatewood teammates, Christina Shockley, CFP®, JD (CPO) and Dan Goeddel, MBA (COO). Together they break down what’s fueling recent market gains despite soft consumer data and Fed hesitation.</p>
<p>👉 <strong>Key topics include:</strong></p>
<ul>
<li><p>The disconnect between market optimism and economic fundamentals</p></li>
<li><p>Tech and mega-cap stock momentum</p></li>
<li><p>Shifts in interest rate expectations</p></li>
<li><p>What investors should consider for the second half of 2025</p></li>
</ul>
<p>Whether you're planning near-term moves or long-term strategy, this episode helps decode what’s really happening behind the headlines.</p>