2 Question Tuesday Presented by Focused Wealth Management
Focused Wealth Management
287 episodes
5 days ago
Phil, Mike, and Larry look back at market in 2025 and talk about what their biggest surprise was this past year. They also discuss what was the biggest lesson they learned about markets this year. Submit your questions to question@2questiontuesday.com As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.
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Phil, Mike, and Larry look back at market in 2025 and talk about what their biggest surprise was this past year. They also discuss what was the biggest lesson they learned about markets this year. Submit your questions to question@2questiontuesday.com As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.
9/23/2025 - How Will the Big Beautiful Bill Act Change Estate-Planning Strategies? For 100 Years, September Has Been the Worst Month. Are You Hedging Your Portfolios?
2 Question Tuesday Presented by Focused Wealth Management
11 minutes
3 months ago
9/23/2025 - How Will the Big Beautiful Bill Act Change Estate-Planning Strategies? For 100 Years, September Has Been the Worst Month. Are You Hedging Your Portfolios?
Phil, Mike, and Larry talk about how the One Big Beautiful Bill Act will change the way practitioners use estate-planning strategies. They then discuss the stock market hitting all-time highs, September being the worst performing month, on average, going back nearly a century, and whether Focused Wealth Management is hedging client portfolios. Submit your questions to question@2questiontuesday.com As always, if you have any questions at any time, please feel free to call your adviser directly...
2 Question Tuesday Presented by Focused Wealth Management
Phil, Mike, and Larry look back at market in 2025 and talk about what their biggest surprise was this past year. They also discuss what was the biggest lesson they learned about markets this year. Submit your questions to question@2questiontuesday.com As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.
