Is Your Portfolio Ready for 2025? Trends and Strategies for 2025; Jarvis® Update January 10, 2025

Left Brain Thinking

0:00 Intro 1:20 Should You Make Changes Post-Election? 2:42 Topic 1: Preparing for a New Administration 5:20 Should You Be Looking at Financials? 8:34 Questioning International Investment Exposure 11:03 Where Can We Expect Outperformance and Underperformance in 2025? 14:39 Topic 2: Talking Interest Rates 19:05 What's New for Left Brain in 2025

New year, new us! We are excited to come to you with the first video of 2025 and in a brand new format. Our plan is to bring you videos of a higher production quality, but there will be some hiccups along the way.

We beg your pardon for less than stellar audio on our first effort from our brand new studio! We welcome your feedback on the new format, so please leave a comment below!

In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss trends and strategies in 2025. We look to address a question we've been hearing often "Should You Make Changes to Your Portfolio with a New Administration on the Way in to the White House?" If you're familiar with the Left Brain philosophy, we seek not to mix our investing with our politics.

Noland and Brian look at a few areas of potential outperformance (and underperformance) in a new political environment.

We close out the video with a discussion on the interest rate environment, along with what you can expect from Left Brain in 2025!

Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth using our calendar link

Website: https://leftbrainwm.com/

Email Brian at [email protected] for details on how you might position your portfolio to take advantage of key trends in 2025 and beyond!

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