Brian Regan is Focused on the 2nd Half - Something More with Chris Boyd

Focus on the 2nd Half – As we enter the second half of 2025 with the stock market at record high
levels, Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry for a detailed
review of the first half of the year and an outlook for the remainder of 2025. With a focus on
valuation metrics, Brian offers general commentary on the stock market as well as specific
sectors, including utilities and semiconductors. Brian also provides thoughts on the importance
of “AI” relative to the growth in corporate earnings. Chris inquires with Brian whether
international stocks are worthy of consideration. #financialplanning #geo-political #stockmarket
#utilitystocks #semiconductors #corporateearnings #stocks #internationalstocks

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