Join Simplicity Wealth’s Thomas Rozman, Partner and Chief Investment Officer, and Matt Opsal, Senior Manager Research Analyst, as they provide insight into the 2025 Mid-Year Economic and Market Outlook.
Topics include:
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Economic Update: Explore the year-to-date impact of monetary policy, economic growth trends, tariffs, and inflation
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Market Review: Examine current valuations across equities and fixed income, and corporate earnings performance
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Investment Strategy Outlook: Understand and identify key opportunities in the equity market, bond market, and alternative assets
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Client Talking Points: The value of planning over products, investing during market highs, and the importance of remaining invested