EPISODE · Aug 19, 2025 · 13 MIN
Recapping This Year So Far in the Markets and Looking Ahead
from Building Your Wealth Bridge · host McCabe & Associates, Inc.
In episode 7 of the “Building Your Wealth Bridge” podcast, Zachary B. Morgan, CFA, CFP®, Financial Advisor, and William E. Will, CFA, Financial Advisor, sit down to recap the first half of the year in the markets and go over what can be expected during the second half of the year. Below are a few of the topics discussed:• Performance of the U.S. and international stock markets during the first half of the year• The benefits of diversification within your portfolio• How the new Big Beautiful Bill may impact the markets going forwardAs always, please send our team any questions or topics you’d like us to cover in the future. We hope this finds you well.A diversified portfolio does not assure a profit or protect against loss in a declining market. The opinions are those of the writer/presenters, and not the recommendations or responsibility of Cetera Wealth Services, LLC or its representatives.Visit our Website: https://tcmccabe.com/New Client Inquiries and Second Opinion Service:https://tcmccabe.com/new-client-inquiry/ Connect with us on LinkedIn: William E. Will, CFA, Financial Advisor: / william-will-cfa-5666811b3 Zachary B. Morgan, CFA, CFP®, Financial Advisor: / zac-morgan-cfa-cfp%c2%ae-339745b1
What this episode covers
In episode 7 of the “Building Your Wealth Bridge” podcast, Zachary B. Morgan, CFA, CFP®, Financial Advisor, and William E. Will, CFA, Financial Advisor, sit down to recap the first half of the year in the markets and go over what can be expected during the second half of the year. Below are a few of the topics discussed: • Performance of the U.S. and international stock markets during the first half of the year • The benefits of diversification within your portfolio • How the new Big B...
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Recapping This Year So Far in the Markets and Looking Ahead
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