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

September is historically the market’s toughest month, but will 2025 follow the same path? With tariffs, tax reform, and shifting Fed expectations dominating the headlines, investors are asking: is the rally built on solid ground or just noise? 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.