The Economic Balancing Act: Labor, Inflation, Rate Policy, and Market Performance
Includes a Live Web Event on 09/23/2025 at 1:00 PM (MDT)
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Brought to you by the Investment Planning Knowledge Circle: A relaxation of Liberation Day tariffs has helped fuel an impressive market rally throughout much of the summer. With investor sentiment buoyed by easing trade tensions and resilient economic indicators, the momentum has been notable."
As we approach the fall, a review of the key headwinds and tailwinds is in order. What forces are likely to shape the next phase of market performance—and what should investors be watching closely?
Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Investment Planning
CFP Board CE Credit Hours: 0
Charles Sherry, M.Sc.
Principal
Financial Jumble
Charles Sherry is a financial writer, analyst and speaker who works primarily with financial advisors and planners, providing timely content which can be used for newsletters, blogs and social media.
He has 25 years of industry experience, including 15 years at Charles Schwab and decade working directly with financial planners and advisors.
Additionally, Charles shares his views with various audiences, and is a regular contributor to Horsesmouth, an industry leading publication and resource for financial advisors.
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