Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our May 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.
0:00 – Market Overview
2:56 – Investor Conversations During Market Fluctuations
6:04 – Long-Term Growth vs. Short-Term Volatility
9:04 – Income Investors & Conservative Strategies
11:46 – Interest Rates & Economic Outlook
15:04 – The Future of Technology & Job Market
18:08 – AI's Impact on Employment & Productivity
20:59 – Action Items for Investors
24:10 – Summer Plans & Life Balance
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