Midyear Market Rundown: What You Need to Know
Manage episode 502540106 series 3523524
Wealth Advisor Cynthia Yang, CFA®, CAIA®, CIPM, joins Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, to review the market’s fluctuations through the first half of 2025. Their conversation covers the impacts of the election, tariffs, Federal Reserve policy, the Big Beautiful Bill, deficit spending, and more, before turning to what may be on the horizon.
Frank Fantozzi is the President and Founder of Return on Life Wealth Partners. To learn more about the firm’s approach to planning and wealth management, visit ReturnOnLifeWealth.com or call 440-740-0130 to schedule a conversation with a member of the team.
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22 episodes