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Midyear Market Rundown: What You Need to Know

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Manage episode 502540106 series 3523524
Content provided by Frank Fantozzi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frank Fantozzi 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://podcastplayer.com/legal.

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.

Important Information:

Investment advisory services are offered through Planned Financial Services, LLC, dba Return

on Life Wealth Partners, an SEC-Registered Investment Adviser.

The views and opinions expressed in this podcast are for general informational and educational

purposes only and do not constitute specific financial, legal, investment, or tax advice. Listeners

should consult with a qualified professional before making any financial decisions.

The views expressed are those of the participants as of the date of recording and may change

without notice. Discussions may include forward-looking statements based on current beliefs

and assumptions, which are subject to risks and uncertainties.

Any forward-looking statements or references to potential outcomes are based on assumptions

and estimates and are subject to change. Past performance is not indicative of future results.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a

non-diversified portfolio. Diversification does not protect against market risk.

Past performance does not guarantee future results.

Asset allocation does not ensure a profit or protect against a loss.

This podcast does not constitute an offer to buy or sell securities or financial instruments. Any

mention of third-party organizations or individuals is for informational purposes only and does

not imply endorsement, affiliation, or compensation.

This content may not be copied, reproduced, or distributed without the express written consent

of Return on Life Wealth Partners.

A portion of this research material was obtained from LPL Financial, LLC. All information is

believed to be from reliable sources; however, Planned Financial Services, LLC, dba Return on

Life Wealth Partners, make no representation as to its completeness or accuracy.

For more information about our firm, services, and full disclosures, please refer to our Form

ADV Part 2A Brochure, available upon request, or at https://www.adviserinfo.sec.gov.

  continue reading

22 episodes

Artwork
iconShare
 
Manage episode 502540106 series 3523524
Content provided by Frank Fantozzi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frank Fantozzi 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://podcastplayer.com/legal.

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.

Important Information:

Investment advisory services are offered through Planned Financial Services, LLC, dba Return

on Life Wealth Partners, an SEC-Registered Investment Adviser.

The views and opinions expressed in this podcast are for general informational and educational

purposes only and do not constitute specific financial, legal, investment, or tax advice. Listeners

should consult with a qualified professional before making any financial decisions.

The views expressed are those of the participants as of the date of recording and may change

without notice. Discussions may include forward-looking statements based on current beliefs

and assumptions, which are subject to risks and uncertainties.

Any forward-looking statements or references to potential outcomes are based on assumptions

and estimates and are subject to change. Past performance is not indicative of future results.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a

non-diversified portfolio. Diversification does not protect against market risk.

Past performance does not guarantee future results.

Asset allocation does not ensure a profit or protect against a loss.

This podcast does not constitute an offer to buy or sell securities or financial instruments. Any

mention of third-party organizations or individuals is for informational purposes only and does

not imply endorsement, affiliation, or compensation.

This content may not be copied, reproduced, or distributed without the express written consent

of Return on Life Wealth Partners.

A portion of this research material was obtained from LPL Financial, LLC. All information is

believed to be from reliable sources; however, Planned Financial Services, LLC, dba Return on

Life Wealth Partners, make no representation as to its completeness or accuracy.

For more information about our firm, services, and full disclosures, please refer to our Form

ADV Part 2A Brochure, available upon request, or at https://www.adviserinfo.sec.gov.

  continue reading

22 episodes

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