In Case You Missed It ~ “Q3 2025 in Review & What Investors Can Expect Next” Webinar Recording

Ed O’Gorman, Debbie Hippensteel, Eric Wiegand and Bradford Houchins addressed the below topics in our October 24 webinar:

  • Overview of Q3 Market Performance ~ Including AI & the Recirculation of Revenue

  • Economic Conditions ~ The Fed, Tariffs & The Bifurcation of the Consumer

  • Legislative & Regulatory Updates ~ HSAs & Charitable Giving Strategies

  • IRMAA ~ The Retirement Gift That Keeps on Taking

Click here to view the hour-long webinar and enter the passcode: ^4=Wjmm#

Please call your advisor or our speakers if you have questions about the content presented in the webinar, or to discuss any additional questions you may have. We are here to help.

Rebecca Stevenson