September is historically the market’s toughest month, but will 2025 follow the same path? With AI hype surging, tech valuations stretched, and just 7 stocks driving most of the market’s gains, investors are asking: is this rally built to last?

In this month’s Market Insights Broadcast, Chris Arends, CFA®, CMT®, CAIA® (Partner, Chief Investment Officer) is joined by his fellow Gatewood Partners, Daniel Goeddel, MBA (Partner, COO, Wealth Advisor) and Brian McGeehon, MAcc, CFA®, CLU® (Partner, CFO, Wealth Advisor). Together, they break down the latest market dynamics shaping investor decisions, with an informed perspective from our CFO and hiring manager on the recent changes in the job market.

👉 Key topics include:

• Why September’s market history raises red flags
• Recent payroll revisions and shifts in the hiring market
• Whether AI enthusiasm is sustainable or speculative
• The risks of market concentration in mega-cap stocks
• How China’s slowdown creates unexpected U.S. tailwinds
• Bond market signals every investor should be watching

In this week’s Market Insights, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC® (CEO), and Chris Arends, CFA®, CMT®, CAIA® (CIO) are joined by special guests and fellow Gatewood teammates, Christina Shockley, CFP®, JD (CPO) and Dan Goeddel, MBA (COO). Together they break down what’s fueling recent market gains despite soft consumer data and Fed hesitation.Key topics include:- The disconnect between market optimism and economic fundamentals- Tech and mega-cap stock momentum- Shifts in interest rate expectations- What investors should consider for the second half of 2025Whether you're planning near-term moves or long-term strategy, this episode helps decode what’s really happening behind the headlines.Chapters: 00:00 - 00:11 - Tariffs as a Tax & Economic Impact00:11 - 00:30 - Tariffs Are More Noise Than Problem00:40 - 01:07 - Introductions & Announcements01:07 - 01:38 - Market Drawdown & Recovery Overview01:39 - 02:33 - Leadership & Client Strategy in the Pullback02:34 - 03:17 - Tactical Guidance on Investing Cash03:17 - 04:09 - Advisors & Clients Executed the Plan04:09 - 04:52 - 2022 Pullback Parallel & Lessons04:52 - 05:21 - Navigating Emotions & Market Resilience05:21 - 05:51 - PE Multiples & Market Valuations05:51 - 06:57 - Rates, Multiples & Climbing Wall of Worry06:57 - 07:37 - Economists’ Missed Recession Calls07:37 - 09:37 - More on Tariffs, CPI & Inflation09:37 - 11:35 - Why Tariffs May Be the Lesser Evil11:35 - 13:12 - Trump Tax Cuts & Revenue13:12 - 15:00 - This Time Isn’t Different: Historical Parallels15:00 - 18:00 - Breaking Down the New Tax Bill18:00 - 22:00 - SALT Cap & High-Income Impact22:00 - 24:00 - Itemization Changes & Marriage Penalty24:00 - 26:00 - Software Planning & Projections for Clients26:00 - 27:00 - Charitable Giving Deduction Changes27:00 - 29:30 - Work Requirements & R&D Incentives29:30 - 32:00 - Who Wins & Loses From the Bill?32:00 - 33:12 - Closing: Market Impact & Looking AheadLearn More! Read our blog on staying Bear Market Ready by using Fortress Gatewood strategy: https://www.gatewoodwealth.com/blog_content/fortress-gatewood-bear-market-ready-always/For a complimentary side-by-side portfolio analysis, send us an email at [email protected]. Subscribe and turn on notifications for exclusive investment strategies and financial insights each month.Like this video to support our mission of financial education.Share your thoughts or questions in the comments below – we’d love to hear from you!At Gatewood Wealth Solutions, we are on a mission to share our expertise with families—helping them to become and remain financially self-reliant so that they can give purpose to their wealth.Resources for You:▻ Questions? Contact us for a personalized consultation: [email protected]▻ Want to Meet the Team? Visit our site to schedule a meeting: https://www.gatewoodwealth.com/requestameeting