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Brian Regan is Focused on the 2nd Half

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Manage episode 493946356 series 7742
Content provided by J. Christopher Boyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Christopher Boyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Focus on the 2nd Half – As we enter the second half of 2025 with the stock market at record high levels, Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry for a detailed review of the first half of the year and an outlook for the remainder of 2025. With a focus on valuation metrics, Brian offers general commentary on the stock market as well as specific sectors, including utilities and semiconductors. Brian also provides thoughts on the importance of “AI” relative to the growth in corporate earnings. Chris inquires with Brian whether international stocks are worthy of consideration. #financialplanning #geo-political #stockmarket #utilitystocks #semiconductors #corporateearnings #stocks #internationalstocks

Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.”

https://register.gotowebinar.com/register/6040334700710880088

For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

  continue reading

1002 episodes

Artwork
iconShare
 
Manage episode 493946356 series 7742
Content provided by J. Christopher Boyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Christopher Boyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Focus on the 2nd Half – As we enter the second half of 2025 with the stock market at record high levels, Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry for a detailed review of the first half of the year and an outlook for the remainder of 2025. With a focus on valuation metrics, Brian offers general commentary on the stock market as well as specific sectors, including utilities and semiconductors. Brian also provides thoughts on the importance of “AI” relative to the growth in corporate earnings. Chris inquires with Brian whether international stocks are worthy of consideration. #financialplanning #geo-political #stockmarket #utilitystocks #semiconductors #corporateearnings #stocks #internationalstocks

Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.”

https://register.gotowebinar.com/register/6040334700710880088

For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

  continue reading

1002 episodes

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