July 2025 Investment Insights Podcast

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our June 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 

0:00 – Introduction to Wealth Management & Action Items
3:07 – Lazy Money & Financial Spring Cleaning
6:29 – Market Overview & Economic Outlook
9:22 – Investment Strategies & Market Predictions
12:10 – Emerging vs. Developed Markets
15:06 – The Future of Tech & Investment Opportunities
18:07 – Interest Rates & Economic Speculation
21:15 – Closing Thoughts & Future Trends

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