October is National Financial Planning Month — Download the Toolkit
Will Tariffs Trump Extending the Tax Cuts?
Topic
Investment Planning
Program ID
335465
Hours
1
Format
Live / Stand-alone Workshop or Seminar
Complexity
Intermediate
Description
Join us for an Office Hours session with Kevin Flanagan (Head of Fixed Income Strategy), Sam Rines (Macro Strategist, Model Portfolios), and Jeff Weniger (Head of Equity Strategy) as they break down the evolving fiscal and monetary landscape for 2025.
Our experts will explore the potential policy direction of a Trump administration alongside the Fed’s monetary strategy, assessing where interest rates could be headed in the year ahead. Gain timely insights to navigate market shifts and position your portfolio for what’s next.
Learning Objectives
• Understand the Fiscal Policy Outlook for 2025 – Gain insights into key policy directions and potential economic impacts.
• Assess Market Expectations – Explore how the Trump Administration, the Fed, and Congress may shape monetary policy and interest rates.
• Identify Strategic Investment Solutions – Learn how investors can position their portfolios amid evolving fiscal and monetary dynamics.