In this clip from the latest episode of Blue Chip NOW!, hosts Daniel Dusina CFA®, Matt Mondoux CFA®, CMT, CFP®, and Investment Analyst Vince Parrack discuss America’s competitive relationship with China and the tariffs on China regarding technology and other consumer goods in the retail space. 

Key Points:

[00:00:00] The ongoing U.S.-China trade tensions and their evolving nature.

[00:00:23] The impact of semiconductor export restrictions, especially on AI chips like Nvidia.

[00:01:16] The potential removal of the small-item tariff exemption and its effect on imports from China.

[00:02:00] How companies like Temu have exploited loopholes in U.S. trade policy.

[00:02:45] The risk facing major tech companies (Apple, Dell, HP, Cisco) due to reliance on Chinese manufacturing.

[00:03:24] The overlooked impact of tariffs on retail giants like Target, Costco, and toy manufacturers.

[00:04:08] The indirect consequences of tariffs, including increased costs for consumers.

[00:04:34] How tariff-related uncertainty contributes to market volatility and interest rate expectations.

Hosts:

Daniel Dusina CFA®: https://www.bluechippartners.com/about/our-team/daniel-dusina/

Matt Mondoux CFA®, CMT, CFP®,: https://www.bluechippartners.com/about/our-team/matthew-mondoux/

Vince Parrack, Investment Analyst: https://www.bluechippartners.com/about/our-team/vincent-parrack/

Email us: [email protected] with your feedback and episode topic requests.   

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111 

Links: 

Click here for important disclosure information: https://www.bluechippartners.com/disclosures/  

Click the link below to schedule a call: Blue Chip Partners |  https://www.bluechippartners.com/schedule-a-call/ 

Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/  

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/  

Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/ 

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/ 

Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/ 

We are in the news!  Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/ 

Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.

In this episode of Blue Chip NOW!, Daniel Dusina CFA®, Matt Mondoux CFA®, CMT, CFP®, and Investment Analyst Vince Parrack explore the latest developments in global trade tensions, focusing on tariffs, trade restrictions, and their direct and indirect impacts on industries, investors, and market volatility. They break down the effects on key sectors like autos, aerospace, consumer goods, and technology, while also discussing how tariffs on China, Mexico, and Canada could influence corporate earnings and supply chains. The team also highlights risks and opportunities that arise from shifting trade policies, including over-exaggeration of market sentiment, potential mispricing in certain industries, and long-term strategic shifts for businesses. Whether you're concerned about market reactions or looking for investment opportunities, this episode provides valuable insights into navigating uncertain trade environments. Listen in as the Blue Chip Partners team shares what investors should be watching, why volatility isn’t always a bad thing, and how staying focused on long-term fundamentals is key to weathering market turbulence.

Key Points From This Episode:

[00:00:00] Introduction – Overview of trade restrictions, tariffs, and why they matter to investors.

[00:03:16] Trade restrictions & market volatility – How tariffs impact global markets and investor sentiment.

[00:05:34] Manufacturing tariffs – Breaking down the effects on global supply chains.

[00:07:00] Autos: Direct & indirect effects – How tariffs influence auto manufacturers and suppliers.

[00:09:03] Aerospace & consumer goods – Why these sectors are vulnerable to shifting trade policies.

[00:11:10] Chinese tariffs & technology – The impact on semiconductors, AI, and U.S. tech giants.

[00:14:45] Retail imports from China – How major retailers like Costco, Target, and toy manufacturers are affected.

[00:16:50] Market sentiment risks – Are investors pricing in too much risk?

[00:19:23] Potential risks – Inflation, supply chain retooling, and shifting Federal Reserve policy.

[00:22:15] Positives & closing remarks – Long-term investment strategies in an era of trade uncertainty.

Key Phrases:

“Trade restrictions don’t just impact big corporations—their effects ripple through supply chains, consumer prices, and ultimately, investor portfolios.” – Daniel Dusina

“The biggest unseen risk isn’t necessarily the tariffs themselves, but the overreaction of markets to the uncertainty they create.” – Matt Mondoux

“While tariffs may introduce short-term volatility, they also create opportunities—investors who focus on fundamentals rather than headlines will be in the best position.” – Vince Parrack

Hosts:

Daniel Dusina CFA®: https://www.bluechippartners.com/about/our-team/daniel-dusina/

Matt Mondoux CFA®, CMT, CFP®,: https://www.bluechippartners.com/about/our-team/matthew-mondoux/

Vince Parrack, Investment Analyst: https://www.bluechippartners.com/about/our-team/vincent-parrack/

Email us: [email protected] with your feedback and episode topic requests.  

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111

Disclosure/Helpful Links:

Click here for important disclosure information: https://www.bluechippartners.com/disclosures/ 

Click the link below to schedule a call: Blue Chip Partners |  https://www.bluechippartners.com/schedule-a-call/

Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/ 

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/ 

Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/

Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/

We are in the news!  Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/

Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.

In this episode of Blue Chip NOW!, Daniel Dusina, CFA®, Matt Mondoux, CFA®, CMT, CFP®, and Dan Seder, CFA®, CMT, CFP® discuss how to make the most of your relationship with a wealth manager in the first quarter of 2025. The conversation dives into essential financial planning strategies, including portfolio rebalancing, key tax considerations like tax-loss harvesting, IRA contributions, and how year-round planning with your wealth management team impacts long-term financial goals. The hosts highlight how tax planning should be an ongoing process, not just a year-end exercise, with insights on deferring taxable distributions, optimizing Roth contributions, and managing charitable donations through Qualified Charitable Distributions (QCDs). They also explain how effective collaboration with your wealth manager can prevent mistakes when filing taxes and improve your financial outcome. The episode concludes with advice on the importance of keeping your wealth management team updated on life events such as bonuses, promotions, and major expenses to ensure your plan evolves with your needs. Whether you're preparing for a new financial year or refining your approach, this discussion provides actionable strategies to make 2025 a financial success. 

Key Points from This Episode: 

[00:00:00] Introduction to the episode and market update for Q1 2025, touching on the importance of collaboration with a wealth manager. 

[00:01:33] Explanation of the “good news is bad news” phenomenon in the market and its tax implications. 

[00:02:48] The Federal Reserve’s approach to interest rates and its impact on wealth management strategies. 

[00:05:30] The importance of tax-loss harvesting and how it helps minimize capital gains. 

[00:07:34] How year-end portfolio adjustments can set clients up for a strong new year with their wealth manager. 

[00:10:56] Discussion of deferring taxable distributions to the new tax year and how it benefits clients. 

[00:16:08] Overview of Qualified Charitable Distributions (QCDs) and their benefits for wealth management clients. 

[00:18:13] Estate planning essentials, including trusts, wills, and powers of attorney, as part of holistic wealth management. 

[00:19:29] The value of centralized wealth management services for handling taxes, estate planning, and investment portfolios. 

[00:21:02] The importance of active engagement with your wealth manager and updating plans based on life changes.  [00:21:24] Communicating cash flow adjustments due to promotions, bonuses, or unexpected expenses.  [00:22:09] Final advice on the importance of proactive communication and partnership with your wealth manager to achieve financial success. 

Email us: [email protected] with your feedback and episode topic requests.   

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth: 248-848-1111 

Disclosure/Helpful Links: 

Click here for important disclosure information: https://www.bluechippartners.com/disclosures/  

Click the link below to schedule a call: Blue Chip Partners |  https://www.bluechippartners.com/schedule-a-call/ 

Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/  

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/  

Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/ 

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/ 

Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/ 

We are in the news!  Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/ 

Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244. 

Dan Seder, CFA®, CMT, CFP® and Hayden Kibbey discuss the benefits and mechanics of qualified charitable distributions (QCDs). For individuals who are charitably inclined, have individual retirement accounts, and meet the age requirement, QCDs can be a tax-efficient method for making charitable contributions. Dan and Hayden outline the key benefits of QCDs and highlight important considerations when determining if this strategy is right for you. 

Hosts: 

Dan Seder, CFA®, CMT, CFP®,  

Hayden Kibbey, Associate Financial Advisor 

Disclosure: This information has been prepared by Blue Chip Partners, LLC, a registered investment advisor, for your informational purposes only. It is not intended to provide, and should not be depended upon, as tax advice. You are strongly encouraged to seek counsel of a qualified tax professional to discuss this information and its relevance in the context of your own personal situation.

Email us: [email protected] with your feedback and episode topic requests.  

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111  Disclosure/Helpful Links: Click here for important disclosure information: https://www.bluechippartners.com/disclosures/   

Click the link below to schedule a call: Blue Chip Partners |  https://www.bluechippartners.com/schedule-a-call/ 

Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/  

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/  

Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/ 

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/ 

Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/ 

We are in the news!  Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/ 

Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244. 

In this special episode of Blue Chip NOW!, Managing Partner Dan Seder, CFA®, CMT, CFP® and Associate Financial Advisor Hayden Kibbey talk about one of our favorite ways to bypass the government when pulling money from an IRA account. 

Qualified Charitable Distributions (QCD) are a tax-efficient way for people aged 70.5 and older to donate directly from their Individual Retirement Account (IRA) to charities. QCDs can take the place of Required Minimum Distributions (RMD) and don’t count as income, benefiting both the charity and the donor.  

• QCDs are direct donations from your IRA to the charity; the money bypasses the individual and therefore avoids income taxes, maximizing the donation 

• Individuals can give a QCD of up to $108,000 in 2025 

• The receiving charity must be a properly registered 501(c)3 to qualify for a QCD 

Listen in to learn more about this donation strategy’s benefits and things to remember.

Disclosure: This information has been prepared by Blue Chip Partners, LLC, a registered investment advisor, for your informational purposes only. It is not intended to provide, and should not be depended upon, as tax advice. You are strongly encouraged to seek counsel of a qualified tax professional to discuss this information and its relevance in the context of your own personal situation.

Hosts:

Dan Seder, CFA®, CMT, CFP®, 

Hayden Kibbey, Associate Financial Advisor

Key Points From This Episode:

[00:00:00] Introduction to Blue Chip Now and the episode’s focus on year-round charitable planning.

[00:01:00] Overview of typical charitable giving methods, such as donations from checking or savings accounts.

[00:02:32] Discussion of retirees' financial concerns and the importance of efficient giving methods.

[00:03:05] Explanation of Qualified Charitable Distributions (QCDs) and the benefits of donating directly from IRAs.

[00:04:18] How QCDs bypass the need to pay federal and state taxes on IRA distributions.

[00:05:20] Confirmation that QCDs allow donations to bypass taxation entirely.

[00:06:00] Key benefits of QCDs: reducing taxable income and satisfying required minimum distributions (RMDs).

[00:07:15] Explanation of how QCDs reduce future RMDs by lowering IRA balances.

[00:08:22] The impact of QCDs on Medicare premiums and Social Security taxation.

[00:09:35] The significance of QCDs in avoiding the need to itemize deductions.

[00:10:45] Clarification on the benefits of QCDs when compared to standard deduction thresholds.

[00:11:45] Important requirements for QCDs: qualified charities and annual limits.

[00:12:30] Direct transfer requirements for QCDs and how checks can be delivered directly to charities.

[00:13:12] Age requirements for QCD eligibility and how it overlaps with RMDs.

[00:14:15] The importance of completing QCDs before the year-end deadline of December 31.

[00:15:05] Steps for executing a QCD through financial advisors or IRA custodians.

[00:16:12] Key takeaways: maximizing charitable impact and avoiding taxes with QCDs.

[00:17:10] Final remarks encouraging early planning and reaching out for guidance.

Email us: [email protected] with your feedback and episode topic requests.  

Links: Blue Chip Partners

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111 Disclosure/Helpful Links: Click here for important disclosure information: https://www.bluechippartners.com/disclosures/ 

Click the link below to schedule a call: Blue Chip Partners |  https://www.bluechippartners.com/schedule-a-call/ 

Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/  

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/  

Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/ 

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/ 

Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/ 

We are in the news!  Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/ 

Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244. 

After the market’s largest drop-in-a-day in history, we saw investors scrambling to figure out what happened. Listen to this special breaking news episode of the Blue Chip NOW! Podcast to help get your feet back under you after yesterday’s cataclysmic drop.  

Listen until the end to find out if our hosts are likely to buy or sell in today’s market. 

Hosts- 

Antone Lamerato – Operations Manager  

Daniel Dusina, CFA® 

Matt Mondoux, CFA®, CMT, CFP® 

Dan Seder, CFA®, CMT, CFP® 

Email us: [email protected] with your feedback and episode topic requests.   

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111 

Disclosure/Helpful Links: 

Click here for important disclosure information: https://www.bluechippartners.com/disclosures/  

Click the link below to schedule a call: Blue Chip Partners |  https://www.bluechippartners.com/schedule-a-call/ 

Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/  

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/  

Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/ 

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/ 

Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/ 

We are in the news!  Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/ 

Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244. 

Consensus estimates point to 12.50% earnings growth for the S&P 500 Index in 2025, with elevated expectations visible in the information technology, consumer discretionary, and health care sectors. As information technology has been a key driver of domestic earnings over the last two years, the sector has comprised a larger and larger share of overall index earnings. The current level is not necessarily concerning, but the concept bears consideration. Elevated earnings concentration can introduce index-level volatility should estimates change, especially given that the sector in question constitutes 33% of the S&P 500 Index. On the contrary, we see potential for diversification of earnings within the U.S. market. As earnings growth from the “Magnificent 7” tapers, contribution from a broader subset is expected in 2025. Robust earnings growth across a more diversified slate can stoke a more inclusive rally in the domestic equity market. 

Watch this 8-minute clip from the Quarterly Edge Report at Blue Chip Partners hosted by the Chief Investment Officer Daniel Dusina, CFA® and Managing Partner Dan Seder, CFA®, CMT, CFP®.  

Watch the episode on YouTube by clicking here: https://youtu.be/GQ-2iblCY24

Email us: [email protected] with your feedback and episode topic requests.  

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111 

Disclosure/Helpful Links: 

Click here for important disclosure information: https://www.bluechippartners.com/disclosures/  

Click the link below to schedule a call: Blue Chip Partners |  https://www.bluechippartners.com/schedule-a-call/ 

Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/  

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/  

Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/ 

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/ 

Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/ 

We are in the news!  Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/ 

Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244. 

Two straight years of meaningfully positive returns in the domestic market leave investors split. In this episode of Blue Chip Partners Quarterly Edge, Chief Investment Officer Daniel Dusina, CFA® and Managing Partner Dan Seder, CFA®, CMT, CFP® engage in a discussion that spans the U.S. economy's trajectory for 2025, including the pivotal role of discretionary spending, the wealth effect, and real personal income growth. The hosts analyze recent stock market trends, focusing on earnings concentration within the technology sector and broader market dynamics, such as the Magnificent 7’s influence. They also explore bond market opportunities in light of shifting Federal Reserve rate expectations, highlighting the relative attractiveness of bonds versus stocks. Gain actionable insights into how these factors interplay and learn strategies to maintain balanced portfolios as we navigate the complexities of the financial landscape in 2025. 

Watch the episode here: https://youtu.be/VpR3EiMrKnw

Key Points From This Episode: 

[00:00:00] Setting the stage for 2025 insights. 

[00:01:00] The U.S. economy's balance and the importance of discretionary spending as a growth catalyst. 

[00:02:15] Examining the wealth effect and its influence on consumer behavior in 2025. 

[00:05:22] Stock market dynamics: earnings concentration in the tech sector and its implications. 

[00:08:45] Broadening of earnings growth in the S&P 500 outside of the Magnificent 7. 

[00:11:12] Bond market opportunities amidst tempered Federal Reserve rate cut expectations. 

[00:13:56] Aligning portfolios to strategic asset allocations and the case for rebalancing. 

[00:16:18] Reflecting on the interplay between economic strength and interest rate trajectories. 

Key Phrases: 

“The economy has found a very nice balance, at least on the domestic front. Discretionary spending, fueled by rising household net worth, sets the stage for another relatively strong year.” – Daniel Dusina 

“Earnings concentration in the tech sector isn’t inherently an issue, but it does bear watching as the S&P 500 becomes increasingly reliant on one segment for growth.” – Daniel Dusina 

“Higher starting yields in the bond market suggest an attractive entry point, even with tempered expectations for rate cuts in 2025.” – Daniel Dusina 

Hosts:

Daniel Dusina CFA®

Dan Seder CFA®, CMT, CFP® 

Email us: [email protected] with your feedback and episode topic requests.  

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111 

Disclosure/Helpful Links: 

Click here for important disclosure information: https://www.bluechippartners.com/disclosures/  

Click the link below to schedule a call: Blue Chip Partners |  https://www.bluechippartners.com/schedule-a-call/ 

Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/  

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/  

Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/ 

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/ 

Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/ 

We are in the news!  Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/ 

Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244. 

While the buzz words “quantum computers” and “AI” continue to rise in use across earnings calls, we are still seeing a bullish market. Is your appetite for risk similar to the market’s? Learn more in this featured clip from Blue Chip NOW!

Hosts:

Daniel Dusina CFA®

Matt Mondoux CFA®, CMT, CFP®

Dan Seder CFA®, CMT, CFP® 

Watch the episode here: https://youtu.be/PArY22liQ1g?si=ZrHarw9gLAPLwo3M

Email us: [email protected] with your feedback and episode topic requests.  

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111 

Disclosure/Helpful Links: 

Click here for important disclosure information: https://www.bluechippartners.com/disclosures/  

Click the link below to schedule a call: Blue Chip Partners |  https://www.bluechippartners.com/schedule-a-call/ 

Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/  

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/  

Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/ 

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/ 

Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/ 

We are in the news!  Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/ 

Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244. 

In this episode of Blue Chip NOW!, Daniel Dusina CFA®, Matt Mondoux CFA®, CMT, CFP®, and Dan Seder CFA®, CMT, CFP® explore the latest advancements in quantum computing and their market implications. They break down ALPHABET’s groundbreaking quantum computer, “Willow”, discussing its potential applications in healthcare, AI integration, and more. The conversation also covers recent changes in the Federal Trade Commission's leadership and how this could reshape the regulatory landscape for Big Tech. The hosts close with insights on market resilience and the shifting economy's reduced risk of recession. 

Email us: [email protected] with your feedback and episode topic requests.  

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111 

Key Points From This Episode: 

[00:00:00] Introduction and year-end market overview. 

[00:01:05] Alphabet's quantum computer, Willow, and its technological potential. 

[00:01:55] Quantum computing's potential impact on the healthcare industry. 

[00:02:55] Relationship between AI and quantum computing. 

[00:04:10] Challenges with quantum computing’s accuracy and development. 

[00:05:42] Alphabet's stock surge due to quantum computing advancements. 

[00:08:01] FTC leadership change and expected regulatory shifts. 

[00:09:15] Market implications of Big Tech regulation changes. 

[00:10:45] Service-driven economies and reduced recession risks. 

[00:12:23] How data-driven operations limit traditional recessions. 

[00:13:55] Australia’s recession-free history and lessons for the U.S. economy. 

[00:16:10] Persistent recession predictions despite strong markets. 

[00:17:05] Closing remarks and reflections on 2024 

Key Phrases: 

"Quantum computing isn’t replacing AI—it’s empowering it by processing massive datasets in milliseconds, enabling smarter, faster decisions." - Daniel Dusina 

"The market’s appetite for risk is still strong—you don’t see stocks like Alphabet hitting all-time highs if investors expect Armageddon around the corner." - Dan Seder 

"Data is the future. The companies that can collect, analyze, and act on it will dominate the next economic era." - Matt Mondoux 

Disclosure/Helpful Links: 

Click here for important disclosure information: https://www.bluechippartners.com/disclosures/  

Click the link below to schedule a call: Blue Chip Partners |  https://www.bluechippartners.com/schedule-a-call/ 

Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/  

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/  

Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/ 

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/ 

Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/ 

We are in the news!  Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/ 

Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.