Inevitable Wealth
Welcome to Inevitable Wealth from Liberty One Wealth Advisors, a conversation around your financial decision-making and events around the globe.
Liberty One Wealth Advisors is registered as an investment adviser with the Securities and Exchange Commission (SEC). Any opinions expressed are derived from sources generally believed to be reliable and is provided for informational purposes only. It does not constitute any form of advice or recommendation to buy or sell any securities, adopt any investment strategy discussed or invest in any specific product. Nothing contained in this video constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision. Please contact your financial advisor if you have any questions.
Inevitable Wealth
Ep. 17 - Market Moves & Rate Realities: What Investors Should Know Right Now
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.
