BULLWEALTH’s 2025 Insights into Wealth Observations

Today, BULLWEALTH brings together its portfolio management team, along with Savva Cherdantsev, Managing Director of Research & Investments, for our second annual Lessons Learned podcast. Following the strong reception to last year’s inaugural episode, where we discussed key challenges and successes from 2024, we have reconvened to reflect on the lessons learned throughout 2025. These insights span a wide range of topics, including whether market breadth is broadening or remains concentrated among mega-cap technology companies, how to construct portfolios amid strong global capital markets and slowing economic fundamentals, what clients can expect from BULLWEALTH’s enhanced Watch List process for evaluating and changing investment managers, and how we manage portfolio liquidity when certain securities cannot be readily sold. We hope this wide-ranging discussion provides useful perspective and helps inform decision-making for your portfolio in 2026 and beyond.