Insights

In celebration of Black History Month, Zenith Wealth Partners is shining a spotlight on the incredible organizations making a lasting impact on their communities. Today, we are honored to share an in-depth conversation with Tracey A. McLaughlin, the President of The Ivy Legacy Foundation.

In celebration of Black History Month, Zenith Wealth Partners spoke with Tanya T. Morris, the President and Founder of Mom Your Business, to discuss the profound impact of the racial wealth gap on Black and Brown female entrepreneurs. In this insightful interview, Tanya highlights the systemic barriers faced by these entrepreneurs and shares the innovative programs and initiatives her organization leads to address these challenges.

As we head into 2025, the U.S. economy remains resilient with moderate GDP growth and easing inflation. The Federal Reserve is expected to reduce interest rates further, with a year-end rate of 3.25%. The new Trump administration’s policies on trade, immigration, and fiscal matters will shape the global economy.

As we transition into the final quarter of 2024, macroeconomic data and policy shifts are driving adjustments to our market outlook and tactical positioning.

With Donald Trump’s election as President, there’s understandable curiosity about what this means for the economy and markets in the years ahead. While it’s natural to see immediate reactions in the market, it’s crucial to focus on the broader economic picture, the policy landscape, and how to strategically position portfolios for the long run.

As we transition into the final quarter of 2024, macroeconomic data and policy shifts are driving adjustments to our market outlook and tactical positioning.

As we transition into the final quarter of 2024, macroeconomic data and policy shifts are driving adjustments to our market outlook and tactical positioning.

For our June investment insights, we observed key developments in the global market landscape. U.S. stocks remained relatively flat but near record highs, bolstered by strong Q1 earnings from AI-related companies.

The economic landscape is evolving with anticipated interest rate cuts and notable stock market fluctuations. In July, U.S. equities experienced volatility but ultimately maintained an upward trend, with the S&P 500 reaching new records.

Catch up with Jason Ray and Andrew Tudor, CAP, CFP® as they navigate the ever-changing global markets amidst economic shifts and geopolitical changes.