We’re covering four major forces shaping markets in 2025:

• The Fed’s Dilemma: With rates still at 4.25%–4.50% and inflation stubborn, we unpack whether cuts are really coming.
• Tariffs & Trade: How rising tensions could impact portfolios and global growth.
• Tax Sunset Prep: What high earners should be doing now before rates and exemptions change in 2026.
• AI: Boom or Bubble? We spotlight where real long-term value may lie—and what to avoid.

Smart insights to help you invest with confidence in an uncertain year.

It’s been five years since the COVID-19 pandemic sent markets into a historic tailspin. In this episode, we take a look back at the dramatic market crash of early 2020, the rapid recovery fueled by government stimulus, and the lasting economic shifts that still shape investing today.

From the initial panic and unprecedented volatility to the winners (like tech stocks and meme stocks) and losers (travel and retail), we break down the key lessons investors can take away. How has inflation, interest rates, and supply chain disruptions shaped the post-pandemic market? And what can we learn from one of the most volatile periods in market history? Tune in for a deep dive into the five-year financial aftermath of COVID-19.

Think all debt is bad or that real estate is the only smart investment? Think again! In Part 2, Jacky and Guilian break down more common money myths that might be holding you back. From the truth about debt to exploring diverse investment options, this is part two of a two-part series that will challenge your assumptions and help you make informed financial decisions. Don’t miss it!

Think all debt is bad or that real estate is the only smart investment? Think again! In this episode, Jacky and Guilian break down common money myths that might be holding you back. From the truth about debt to exploring diverse investment options, this is part one of a two-part series that will challenge your assumptions and help you make informed financial decisions. Don’t miss it!

In this episode of Inevitable Wealth, Jacky and Guilian break down the potential tax policy changes at stake in the 2024 Presidential Election and what they mean for your finances. From income tax rates and capital gains to estate planning and corporate taxes, we cover both candidates' approaches and discuss key strategies for navigating possible changes. Whether the Tax Cuts and Jobs Act sunsets or is extended, this episode offers actionable insights on how to prepare your portfolio and protect your wealth amid policy uncertainty. Tune in to stay one step ahead!

In this episode of Inevitable Wealth, Jacky and Guilian explore recent market volatility and offer strategies for investing during election years. They also delve into Warren Buffett's timeless investment principles, providing practical advice for building and preserving wealth. Whether you're a seasoned investor or just starting out, this episode is packed with insights to help you achieve inevitable wealth.

Key Topics:

- Market volatility
- Election year investing
- Warren Buffett's wisdom

Sources:
https://www.troweprice.com/financial-intermediary/us/en/insights/articles/2024/q2/how-do-us-elections-affect-stock-market-performance.html

https://www.theirrelevantinvestor.com/p/thoughts-selloff

https://www.chase.com/personal/investments/learning-and-insights/article/election-year-investing-jitters-considerations-that-could-set-you-at-ease

In our latest episode of "Inevitable Wealth," we're clearing the air around complex financial topics for different stages of life. Join hosts Jacky Petit-Homme and Guilian DiLeonardo as they discuss the key financial strategies you should focus on in your 20s, 40s, 60s and beyond.

Whether you're building a strong foundation, preparing for retirement, or planning your legacy, this episode offers valuable insights and practical advice to help you achieve financial security and prosperity. Don't miss out on this essential guide to navigating your financial journey! Tune in now on Spotify or your favorite podcast platform.

In this episode of "Inevitable Wealth," hosts Jacky Petit-Homme and Guilian DiLeonardo delve into the intricacies of investing when the market is at all-time highs.

They compare Dollar Cost Averaging (DCA) and Lump Sum Investing, outlining the advantages and disadvantages of each strategy. The episode also explores a hybrid approach that combines both strategies, and emphasizes the importance of aligning investment choices with personal financial goals and risk tolerance.

Join us for this insightful discussion to help you make informed investment decisions.

https://investor.vanguard.com/investor-resources-education/news/lump-sum-investing-versus-cost-averaging-which-is-better