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Q4 2025 Financial Markets and Portfolio Update Replay

Q4 2025 Financial Markets and Portfolio Update Replay

December 05, 2025

In our latest quarterly webinar, Chief Investment Officer Steve Galli provided an overview of current market conditions and key themes influencing the economic and investment landscape as we approach 2026.

The discussion covered recent market headlines, including Federal Reserve policy considerations, ongoing inflation concerns, and continued volatility across asset classes. Steve also addressed the significant investment in artificial intelligence by major technology companies and the importance of maintaining perspective amid heightened market attention.

Additional topics included global market performance, valuation considerations, common planning challenges faced by investors, and the e39+--volving role of private credit. The session concluded with a Q&A focused on market uncertainty and long-term planning considerations.

Watch the full webinar replay to hear the complete discussion.