Tag: Stock Market Volatility
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

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🗓 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/

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RSUs Part 2: How To Transform RSUs into Wealth (Ep. 10)

RSUs Part 2: How To Transform RSUs into Wealth (Ep. 10)

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Are Restricted Stock Units (RSUs) just a fancy bonus, or a wealth-building tool?

Building on the foundational knowledge from Part 1, this episode of the MedTech Wealth Advisor Podcast digs deeper into the strategic management of Restricted Stock Units (RSUs). Join host Matt Nelson and financial planner Jacob LaRue as they further explore the nuances of RSUs, offering advanced strategies for professionals looking to fine-tune their financial strategy.

Key Discussion Points:

  • Balancing RSUs with Overall Financial Goals: Matt and Jacob discuss integrating RSU strategies with broader financial plans, emphasizing diversification and risk management
  • Tax Optimization Techniques: Detailed exploration of how to minimize the tax impact of RSUs, including alignment with other financial events and tax strategies
  • RSUs in Changing Market Conditions: Insights into managing RSUs amidst stock market volatility, including tactics for when to hold or sell
  • Long-term RSU Planning for Career Moves: Strategies for handling RSUs during job transitions, including considerations for public versus private company RSUs
  • And much more!

 

Resources:

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