Webinar Recap: Halftime Report: 2025 Market Trends, Turbulence and Takeaways

In our recent webinar, Merit Financial Advisors’ Brian Andrew, CFA®, Chief Investment Officer, and Joe Cilley, CFP®, VP of Financial Planning, shared critical insights into the evolving economic landscape shaped by new tariff policies and geopolitical uncertainties.

Together, they explored how recent global policy changes and the introduction of the ‘Big Beautiful Bill’ may affect the markets, economy, and long-term investment and financial planning strategies. Whether you’re reviewing your portfolio or reassessing your tax outlook for the remainder of 2025, this timely discussion offered valuable guidance on what to expect and how to prepare. The ‘Big Beautiful Bill’, aimed at reshaping economic priorities and fiscal frameworks, could have significant implications for investors and advisors alike.

Key Takeaways:

• Tariffs and Market Movement: Brian Andrew broke down the latest tariff announcements and what’s behind market behavior in the first half of the year.
• Portfolio Impact: Understand how policy shifts from the ‘Big Beautiful Bill’ may affect your investments, and what to consider as you look ahead.
• Planning Amid Uncertainty: Joe Cilley highlighted tax changes, geopolitical risks, and other important variables that could shape your financial plan going forward.

Whether you are a long-term investor or simply want to stay informed about the forces shaping your financial future, this webinar provides essential context to help you make more informed decisions.

Watch the full recap below to learn how you can stay proactive and resilient in a changing environment. If you have questions after viewing, don’t hesitate to reach out to your Merit advisor.

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