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2025 Market Outlook: Planning for Uncertainty

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Manage episode 461390079 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte 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.

Markets tend to operate in cycles—yesterday's winners often become tomorrow's losers (and vice versa).

The most unloved asset classes can quietly become the best performers, while the most popular ones frequently disappoint.

Yet, many investors fall into the trap of assuming recent trends will continue indefinitely.

But markets don’t work that way.

No asset class outperforms or underperforms forever.

To help you avoid falling into this trap (and make more informed portfolio decisions), I’m sharing key takeaways from Vanguard's 2025 Market & Economic Report in this episode.

I’m also sharing 5 actions retirement savers can take right now to prepare for success over the next decade and beyond.

***

Looking to hire a financial planner with retirement & tax planning expertise?

My team and I only have a few more openings for Discovery Meetings with new clients.

If you're seeking professional help, we would love to have a conversation!

👉 Learn more about our process and grab one of the remaining slots.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

  continue reading

228 episodes

Artwork
iconShare
 
Manage episode 461390079 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte 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.

Markets tend to operate in cycles—yesterday's winners often become tomorrow's losers (and vice versa).

The most unloved asset classes can quietly become the best performers, while the most popular ones frequently disappoint.

Yet, many investors fall into the trap of assuming recent trends will continue indefinitely.

But markets don’t work that way.

No asset class outperforms or underperforms forever.

To help you avoid falling into this trap (and make more informed portfolio decisions), I’m sharing key takeaways from Vanguard's 2025 Market & Economic Report in this episode.

I’m also sharing 5 actions retirement savers can take right now to prepare for success over the next decade and beyond.

***

Looking to hire a financial planner with retirement & tax planning expertise?

My team and I only have a few more openings for Discovery Meetings with new clients.

If you're seeking professional help, we would love to have a conversation!

👉 Learn more about our process and grab one of the remaining slots.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

  continue reading

228 episodes

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