Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our June 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 – Introduction to Weath Management & Action Items 3:07 – Lazy Money & Financial Spring Cleaning 6:29 – Market Overview & Economic Outlook 9:;22 – Investment Strategies & Market Predictions 12:10 – Emerging vs. Developed Markets 15:06 – The Future of Tech & Investment Opportunities 18:07 – Interest Rates & Economic Speculation 21:15 – Closing Thoughts & Future Trends

Visit www.denverwealthmanagement.com to schedule a free consultation.