Building Your Wealth Bridge

Recapping This Year So Far in the Markets and Looking Ahead

McCabe & Associates, Inc. Season 1 Episode 7

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 forward

As 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.

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William E. Will, CFA, Financial Advisor:   / william-will-cfa-5666811b3 
Zachary B. Morgan, CFA, CFP®, Financial Advisor:   / zac-morgan-cfa-cfp%c2%ae-339745b1