In this episode of Inevitable Wealth, we break down the biggest forces shaping your portfolio in 2025—from market momentum and Fed policy to sweeping tax law changes under the One Big Beautiful Bill Act (OBBBA).

We cover:

• Why the market is rallying (and whether it’s sustainable)
• Jerome Powell’s next move and what it means for interest rates
• How new SALT deduction rules and tax bracket changes impact high earners
• Big opportunities (and risks) as 401(k) plans open to alternative investments
• Why we’re holding international stocks—and what that means for diversification
• The psychology of FOMO vs. fear, and how rebalancing helps you stay disciplined

We also integrate fresh insights from Professor Jeremy Siegel, who weighs in on AI, tariffs, and earnings season—and why he still believes in the bull market.

Whether you’re planning your next Roth conversion, managing business deductions, or wondering if you’ve missed the rally, this is your guide to investing with clarity.

We’re covering four major forces shaping markets in 2025:

• The Fed’s Dilemma: With rates still at 4.25%–4.50% and inflation stubborn, we unpack whether cuts are really coming.
• Tariffs & Trade: How rising tensions could impact portfolios and global growth.
• Tax Sunset Prep: What high earners should be doing now before rates and exemptions change in 2026.
• AI: Boom or Bubble? We spotlight where real long-term value may lie—and what to avoid.

Smart insights to help you invest with confidence in an uncertain year.

It’s been five years since the COVID-19 pandemic sent markets into a historic tailspin. In this episode, we take a look back at the dramatic market crash of early 2020, the rapid recovery fueled by government stimulus, and the lasting economic shifts that still shape investing today.

From the initial panic and unprecedented volatility to the winners (like tech stocks and meme stocks) and losers (travel and retail), we break down the key lessons investors can take away. How has inflation, interest rates, and supply chain disruptions shaped the post-pandemic market? And what can we learn from one of the most volatile periods in market history? Tune in for a deep dive into the five-year financial aftermath of COVID-19.