WEBINAR: Mid-Year Market Review | Economic Trends Investments

Mid-Year Market Review: Navigating Uncertainty

Air Date: June 11, 2025

Duration: 1 Hour

The economy’s sending mixed signals, and it’s tough to know what’s next

In a time when headlines shift daily and markets react by the minute, clarity can feel out of reach. But here’s the good news: with the right strategies, you can not only weather this storm but come out stronger.

Adams Brown Wealth Consultants had a Mid-Year Market Roundtable Discussion on June 11 at 10 a.m., where our seasoned advisors—Justin Mitchell, Jude Fox, Trent Woodcock and Grover Musser—broke down what’s happening and share practical ways aimed at helping protect and grow your wealth.

Key Topics Discussed:

Clarity on economic trends and what they mean for your investments.
Tools to stay calm and make smart choices when markets get choppy.
Insights into which industries could shine despite the volatility.
How bonds can anchor your portfolio when stocks falter.

Speakers:

Justin Mitchell:

How I help . . . A local marriage counselor once referred a couple to me who were about to file bankruptcy and struggling in their marriage. Through comprehensive analysis, debt negotiation and consolidation, and a holistic approach to wealth management, I was able to help the couple avoid filing bankruptcy, pay off all their […]

Jude Fox:

How I Help… Being a wealth consultant requires me to get to know my clients on an intimate level. We routinely have discussions regarding their families and their very personal goals and wishes in life. Relationships with my clients usually start by being advisory in nature, but over time those discussions create a much more […]

Trent Woodcock:

How I help . . . I helped a client, who was planning to retire at 67, realize they had enough saved to retire three years early at 64 and fulfill their retirement dream of moving to a new home on a lake. My approach – A holistic plan for the clients to truly understand […]

Grover Musser:

How I help . . . Here’s an example: A client was selling his farm and equipment over a five year period. When he sells the equipment he had to pick up the depreciation recapture as ordinary income on his tax return. The amount was approximately $400,000 per year. This put him in the 37 […]