2 Question Tuesday Presented by Focused Wealth Management

7/22/2025 - Should Investors Incorporate Private Assets into Their Retirement Portfolio? What’s Your View on the 2nd Monthly Decline in Shipping Containers Carrying Imports?


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Phil, Mike, and Larry talk about the new executive order that allows employees to invest in private assets through their 401(k) retirement plans and whether investors should incorporate private assets into their retirement portfolios. They then explain how the tariffs have caused the second monthly decline in shipping containers bringing imports to the U.S., which could lead to one of the sharpest year-on-year reversals on record and what this means for the economy.

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2 Question Tuesday Presented by Focused Wealth ManagementBy Focused Wealth Management