Live Webinar

2025 Mid-Year Outlook: Stability Over Speculation

Tuesday, June 24th

12:00 PM ET

 

We'll cover...

  • The impact of recent equity and bond market volatility
  • Our thoughts on tariffs and other policies
  • An update on the "One Big Beautiful Bill" and how to plan ahead
  • Planning opportunities to take advantage of

 

Speakers

chris-petrosino-headshot-dark-green-outline

Christopher Petrosino, CFA®

Managing Director, Investment Policy Group

jeff-mccormack-headshot-dark-green-outline

Jeffrey McCormack, CFA®

Senior Financial Consultant

dana-vosburgh-headshot-dark-green-outline

Dana Vosburgh, CFP®

Managing Director, Advisory Services

Register now

Webinar Overview

In the past six months a new administration has taken office, the Federal Reserve has remained relatively quiet, markets have responded to aggressive tariff policies, and new tax proposals have emerged.

A lot has happened. Yet, what has truly changed? And just as importantly, what hasn’t?

Join our planning and investment experts to hear our market and economic outlook, which will highlight the key areas to watch to help keep your plan on track and your wealth growing.

Unable to attend?

You can still register and we'll send you the recording once it's available.

Who we are

Our team has been helping clients reach lifelong goals for 50 years. We provide comprehensive wealth management solutions that fully integrate investments, advisory, and financial planning for people and organizations just like you.

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Financial planning can be overwhelming. We can help. Take the first step by requesting a complimentary consultation with a member of our team. We'll discuss your goals, strategies to reach them, and develop a financial plan that's just right for you.

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