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EP: 164 - May Investment Insights

  • Zachary Bouck
  • May 22
  • 1 min read

Advisors and co-hosts Zachary Bouck, CIMA, CFP, and Austyn Garcia, recap our May 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 - Market Overview 2:56 - Investor Conversations During Market Fluctuations 6:04 - Long-Term Growth vs. Short-Term Volatility 9:04 - Income Investors & Conservative Strategies 11:46 - Interest Rates & Economic Outlook 15:04 - The Future of Technology & Job Market 18:08 - AI's Impact on Employment & Productivity 20:59 - Action Items for Investors 24:10 - Summer Plans & Life Balance


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