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Bear Markets, Tax Bills, and A.I. (Oh MY!) + Special Guests

Bear Markets, Tax Bills, and A.I. (Oh MY!) + Special Guests

The Market Insights Broadcst
33 min
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In this week’s Market Insights, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC® (CEO), and Chris Arends, CFA®, CMT®, CAIA® (CIO) are joined by special guests and fellow Gatewood teammates, Christina Shockley, CFP®, JD (CPO) and Dan Goeddel, MBA (COO). Together they break down what’s fueling recent market gains despite soft consumer data and Fed hesitation.Key topics include: - The disconnect between market optimism and economic fundamentals - Tech and mega-cap stock momentum- Shifts in interest rate expectations - What investors should consider for the second half of 2025 Whether you're planning near-term moves or long-term strategy, this episode helps decode what’s really happening behind the headlines.