Tag: Market Outlook
What Should Investors Expect From the Market in 2025?

What Should Investors Expect From the Market in 2025?

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With market volatility, tariffs, and policy changes shaping the 2025 economic landscape, how should investors react? Emotional investing can lead to poor decisions, which is why it’s so important to separate how you’re feeling about the news and what’s actually happening. In our first episode, Matt Nelson, CFP®, AIF®, ECA is joined by Matthew Finley, CFP® to provide an outlook on the market heading into Spring and evaluate what it could mean for your portfolio.

We refer to Matthew Finley as our Chief Investment Scientist for a reason, and today we’ll reference an article he wrote to provide insight into the investment landscape heading into the coming months. We’ll discuss why volatility is expected, how tariffs and government spending cuts could impact the economy, and whether the bull market still has room to run. We’ll also dive into the AI boom, how major tech companies like Tesla, Google, and Apple are leading the way, and what this means for investors.

Plus, we’ll tackle the latest employment data, inflation concerns, and geopolitical risks, to help you separate facts from feelings.

Key topics we discuss:

📉 Market Volatility in 2025 – Why it’s happening & how to navigate it

💰 Bull Market Outlook – Is there still room for growth?

🚀 How AI is Transforming Industries & Investments

⚠️ Tariffs & Government Spending Cuts

📊 Employment & Inflation Trends

0:00 – Intro

3:10 – Volatility is here

3:56 – How have our positions changed?

6:06 – Current market 

8:30 – AI and its impact

13:40 – Unemployment concerns

15:35 – Policy changes

Resources for this episode:

Spring 2025 Market Insights: https://perspective6group.com/spring-2025-market-insights/

2025 Market Outlook: Insights on Navigating Volatility: https://perspective6group.com/2025-market-outlook-insights-on-navigating-volatility/

Other Resources

📌Our website: https://perspective6group.com/

📞Phone: (952) 225-0333

📧 Email: perspective6info@focusfinancial.com

🗓 Schedule your no-cost consultation: https://perspective6group.com/start-here/

📚 Essential Financial Guides

📌5 Ways to Maximize Your Medtronic 401k Plan Guide: https://perspective6group.com/guide/

📌Stock Compensation Tax Form Checklist: https://perspective6group.com/stock-compensation-tax-checklist/

📌ESPP: A Comprehensive Guide: https://perspective6group.com/espp-guide/

📌Check out our other no-cost financial resources here: https://perspective6group.com/resource-center/

📲 Stay Connected

🎥 Check us out on YouTube: https://www.youtube.com/channel/UCZFSiozlOWNDN0PbgF6HzSA

📍LinkedIn: https://www.linkedin.com/company/perspective-6-group/

📍Instagram: https://www.instagram.com/medtechwealthadvisor

Read our disclosure: https://u.pcloud.link/publink/show?code=XZkBy85ZfCq9xrsUw3uau8CVXYswO7wuJAFX
Building Roots: A Passion for Legacy With Matthew Finley, CFP® (Ep. 13)

Building Roots: A Passion for Legacy With Matthew Finley, CFP® (Ep. 13)

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Can a background in medicine and microbiology revolutionize financial advising?

Discover the remarkable transformation of Matthew Finley, CFP®, Partner & Senior Financial Advisor at Perspective 6 Group. From an aspiring doctor to a successful financial advisor, this is a fascinating episode of The MedTech Wealth Advisor Podcast. Join our host, Matt Nelson as he dives into Matthew’s unique journey, highlighting how personal values and pivotal life decisions can profoundly shape one’s career in financial management.

Key Highlights:

  • Pivotal Career Shift: Dive into Matthew’s decision to move from aspiring doctor to financial advisor, a choice influenced by his quest for work-life harmony
  • Early Inspirations: Discover how Matthew’s grandfather, an astute investor, ignited his passion for finance
  • Diverse Career Journey: Trace Matthews’s path from microbiology research to thriving in the dynamic world of business finance and eventually finding his calling in financial advising
  • Resilience During Financial Crisis: Learn about Matthew’s strategic approach to financial advising during challenging times, including the 2008 recession and recent economic fluctuations
  • Empathetic Client Relationships: Understand how Matthew’s background enables him to relate to clients seeking honest and compassionate financial advice
  • The Man Behind the Advisor: Peek into Matthew’s personal life, from his achievements in distance running to cherishing moments with his family and the great outdoors
  • Wisdom for Aspiring Advisors: Listen to Matthew’s insights on pursuing a financial career passionately while maintaining a balance with personal life
  • And much more!

 

Looking Ahead: 

Gear up for an inspiring conversation on the Perspective 6 Group investment philosophy in the next episode, where Matthew and Matt will share how diverse life experiences enrich financial decision-making and strategy formation.

 

Resources:

  • Do you have a topic you’d like to learn more about on this podcast? Send us an email at mwapodcast@focusfinancial.com to let us know. We look forward to hearing from you!

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