In this episode, I'm breaking down why everyone's freaking out about the "Magnificent Seven" tech companies, what their massive gains mean for your portfolio, and why putting all your eggs in the S&P 500 basket might not be the smartest move.
Plus, I'll explain why Trump's proposed policies could shake things up in 2025 (hello, inflation!) and what that means for your long-term investment strategy.
No fancy charts, no financial jargon – just real talk about what's happening with the market and what you actually need to do about it.
Let's be honest, as a current or future inheritor, you need to know this stuff, but you shouldn't need an MBA to understand it.
Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
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