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January 21, 2025 3:00 am
Major changes are likely coming for the U.S. economy. Will you be ready for them?
We have a new president who’s pledged to overhaul the economy. How will that affect investors and the markets? Mark Biller joins us today with a plan for managing “anticipated disruption.â€
Mark Biller is Executive Editor and Senior Portfolio Manager at Sound Mind Investing, an underwriter of Faith & Finance.Â
Learning from the Past: Market Trends in ReviewBefore diving into predictions, it’s essential to recognize the value of reviewing recent market trends. Forecasting is often unreliable, so Sound Mind Investing focuses on building robust portfolios that can withstand a variety of market conditions.
Key Observations from 2024:Rather than predicting, SMI uses trend-following strategies, aligning portfolios with market behavior to enhance resilience against uncertainties.
What Could End the Bull Market?Bull markets typically end due to two primary catalysts:
However, investors should remain prepared for routine market corrections (10-15%), which are typically short-lived and not worth major portfolio adjustments.
Trump 2.0: Policy Changes and Market ImpactsPresident Trump’s second term brings both optimism and uncertainty. Business-friendly policies like tax cuts and deregulation are expected to boost growth, but his stance on disrupting global free trade could create volatility.
Key Policy Areas to Watch:Wall Street’s response will likely depend on how aggressively these policies are implemented. While markets thrive on stability, Trump’s approach could introduce significant fluctuations.
The National Debt: An Ongoing ChallengeReducing the national debt remains a pressing issue, but Mark is skeptical about achieving a balanced budget in the short term. Growth-driven strategies may help manage deficits, but cutting government spending poses immediate challenges for economic momentum.
Staying the Course Amid UncertaintyWith many moving parts, confidently predicting cumulative economic and market outcomes is impossible. However, investors should:
The focus should remain on steady progress toward financial goals rather than reacting to short-term disruptions.
For a deeper dive into these topics and actionable strategies, read Mark’s full article, “Trump 2.0: Using Objective Investing Models to Guide Us Through Anticipated Disruption.†This article offers a clear framework for understanding the potential market impacts of Trump’s second term while encouraging a disciplined investment approach.
On Today’s Program, Rob Answers Listener Questions:Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.