Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our May 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.

0:00 – Market Overview 2:56 – Investor Conversations During Market Fluctuations 6:04 – Long-Term Growth vs. Short-Term Volatility 9:04 – Income Investors & Conservative Strategies 11:46 – Interest Rates & Economic Outlook 15:04 – The Future of Technology & Job Market 18:08 – AI's Impact on Employment & Productivity 20:59 – Action Items for Investors 24:10 – Summer Plans & Life Balance

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