Episode 63 - What Are We Seeing in the Markets, Q1 2025 Featuring Dr. Jason Thomas

from Building Wealthy Habits · host TriCord Advisors

In episode 63 of Building Wealthy Habits, Randy, Laura and Jeremiah are joined once again by Dr. Jason Thomas discuss the current market performance and sentiment for Q1 2025. If you missed Jason's previous drop into Building Wealthy Habits, check out episode 19! In this episode, the group analyzes the volatility in portfolios, the impact of sector performance, and the importance of diversification. The discussion also highlights the emotional aspects of investing and the need for strategic financial planning, especially in light of tax implications and market uncertainties. In This Episode: 00:00 Market Overview and Sentiment Analysis 05:25 Sector Performance and Volatility Drivers 11:48 Investment Strategies and Risk Management 15:52 Tax Considerations in Portfolio Management Reach out at [email protected] Connect with Jason: LinkedIn: https://www.linkedin.com/in/jason-thomas-phd/ Connect with Jeremiah: LinkedIn: https://www.linkedin.com/in/jeremiahjlee/ Email: [email protected] Connect with Laura: LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/ Email: [email protected] Connect with Randy: LinkedIn: https://www.linkedin.com/in/rkbarkley/ Email: [email protected]

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Episode 63 - What Are We Seeing in the Markets, Q1 2025 Featuring Dr. Jason Thomas

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